MONECO Advisors’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History

MONECO Advisors’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
2023 Q4	–	Sell	-4,166	Closed	-$240K	–	398
2023 Q3	$240K	Hold	4,166	–	–	0.07%	294
2023 Q2	$241K	Buy	4,166 +160	+4%	+$9.32K	0.07%	290
2023 Q1	$235K	Hold	4,006	–	–	0.07%	284
2022 Q4	$232K	Hold	4,006	–	–	0.08%	227
2022 Q3	$232K	Hold	4,006	–	–	0.09%	210
2022 Q2	$236K	Hold	4,006	–	–	0.09%	217
2022 Q1	$237K	Hold	4,006	–	–	0.09%	213
2021 Q4	$242K	Hold	4,006	–	–	0.09%	208
2021 Q3	$246K	Buy	+4,006	New	+$246K	0.1%	211

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

OWM

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

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

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

MERSOM

Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.81B AUM 10.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

PCIG

Partners Capital Investment Group Boston, Massachusetts $2.65B AUM 16.42% 1-Year Est. Return

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

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

MONECO Advisors's VGSH Position: Q4 2023 in Review

MONECO Advisors sold out of Vanguard Short-Term Treasury ETF (VGSH) in Q4 2023, closing a stake of 4,166 shares — an estimated $240K sold.

MONECO Advisors first reported a position in VGSH in Q3 2021 and held it in 9 quarters. The position peaked at $246K in Q3 2021. 854 funds tracked by Wall St. Rank hold VGSH as of Q4 2023.

MONECO Advisors reported no remaining Vanguard Short-Term Treasury ETF position as of Q4 2023 after selling out during the quarter.
MONECO Advisors sold 4,166 Vanguard Short-Term Treasury ETF shares in Q4 2023, an estimated $240K.
MONECO Advisors first reported a position in Vanguard Short-Term Treasury ETF in Q3 2021 and held it in 9 quarters.
MONECO Advisors's Vanguard Short-Term Treasury ETF position peaked at $246K in Q3 2021.
854 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q4 2023.

Based on MONECO Advisors's 13F filing for Q4 2023, filed 5 Feb 2024.