MJP Associates’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History

MJP Associates’s Portfolio VGSH Stock Details VGSH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-14,730	Closed	-$867K	–	144
2022 Q2	$867K	Sell	14,730 -1,058	-7%	-$62.4K	0.24%	42
2022 Q1	$936K	Hold	15,788	–	–	0.24%	50
2021 Q4	$959K	Sell	15,788 -2,471	-14%	-$151K	0.28%	49
2021 Q3	$1.12M	Sell	18,259 -288	-2%	-$17.7K	0.38%	36
2021 Q2	$1.14M	Sell	18,547 -86	-0.5%	-$5.29K	0.38%	38
2021 Q1	$1.15M	Buy	18,633 +2,319	+14%	+$143K	0.47%	33
2020 Q4	$1M	Buy	+16,314	New	+$1.01M	0.42%	38

Other funds holding VGSH

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

MJP Associates's VGSH Position: Q3 2022 in Review

MJP Associates sold out of Vanguard Short-Term Treasury ETF (VGSH) in Q3 2022, closing a stake of 14,730 shares — an estimated $867K sold.

MJP Associates first reported a position in VGSH in Q4 2020 and held it in 7 quarters. The position peaked at $1.15M in Q1 2021. 657 funds tracked by Wall St. Rank hold VGSH as of Q3 2022.

MJP Associates reported no remaining Vanguard Short-Term Treasury ETF position as of Q3 2022 after selling out during the quarter.
MJP Associates sold 14,730 Vanguard Short-Term Treasury ETF shares in Q3 2022, an estimated $867K.
MJP Associates first reported a position in Vanguard Short-Term Treasury ETF in Q4 2020 and held it in 7 quarters.
MJP Associates's Vanguard Short-Term Treasury ETF position peaked at $1.15M in Q1 2021.
657 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q3 2022.

Based on MJP Associates's 13F filing for Q3 2022, filed 12 Oct 2022.