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

Moser Wealth 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
2024 Q3	–	Sell	-140	Closed	-$8.12K	–	151
2024 Q2	$8.12K	Hold	140	–	–	﹤0.01%	124
2024 Q1	$8.13K	Hold	140	–	–	﹤0.01%	123
2023 Q4	$8.17K	Hold	140	–	–	0.01%	121
2023 Q3	$8.06K	Sell	140 -410	-75%	-$23.6K	0.01%	113
2023 Q2	$31.8K	Buy	+550	New	+$32K	0.02%	92
2022 Q4	$194K	Sell	3,355 -20,825	-86%	-$1.2M	0.15%	64
2022 Q3	$1.4M	Buy	24,180 +4,155	+21%	+$243K	1.09%	24
2022 Q2	$1.18M	Sell	20,025 -715	-3%	-$42.2K	0.88%	30
2022 Q1	$1.23M	Sell	20,740 -4,975	-19%	-$299K	0.77%	33
2021 Q4	$1.56M	Sell	25,715 -10,870	-30%	-$665K	0.95%	26
2021 Q3	$2.25M	Sell	36,585 -19,523	-35%	-$1.2M	1.44%	16
2021 Q2	$3.45M	Sell	56,108 -25,389	-31%	-$1.56M	2.22%	12
2021 Q1	$5.01M	Sell	81,497 -8,757	-10%	-$539K	3.52%	8
2020 Q4	$5.56M	Sell	90,254 -41,419	-31%	-$2.57M	4.1%	8
2020 Q3	$8.18M	Buy	+131,673	New	+$8.18M	6.5%	4

Other funds holding VGSH

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

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

OWM

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

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 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

SCM

SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return

Moser Wealth Advisors's VGSH Position: Q3 2024 in Review

Moser Wealth Advisors sold out of Vanguard Short-Term Treasury ETF (VGSH) in Q3 2024, closing a stake of 140 shares — an estimated $8.12K sold.

Moser Wealth Advisors first reported a position in VGSH in Q3 2020 and held it in 15 quarters. The position peaked at $8.18M in Q3 2020. 842 funds tracked by Wall St. Rank hold VGSH as of Q3 2024.

Moser Wealth Advisors reported no remaining Vanguard Short-Term Treasury ETF position as of Q3 2024 after selling out during the quarter.
Moser Wealth Advisors sold 140 Vanguard Short-Term Treasury ETF shares in Q3 2024, an estimated $8.12K.
Moser Wealth Advisors first reported a position in Vanguard Short-Term Treasury ETF in Q3 2020 and held it in 15 quarters.
Moser Wealth Advisors's Vanguard Short-Term Treasury ETF position peaked at $8.18M in Q3 2020.
842 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q3 2024.

Based on Moser Wealth Advisors's 13F filing for Q3 2024, filed 5 Nov 2024.