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

Moss Adams 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
2023 Q4	–	Sell	-32	Closed	-$1.84K	–	170
2023 Q3	$1.84K	Buy	+32	New	+$1.84K	﹤0.01%	158

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

Moss Adams Wealth Advisors's VGSH Position: Q4 2023 in Review

Moss Adams Wealth Advisors sold out of Vanguard Short-Term Treasury ETF (VGSH) in Q4 2023, closing a stake of 32 shares — an estimated $1.84K sold.

Moss Adams Wealth Advisors first reported a position in VGSH in Q3 2023 and held it in 1 quarter. The position peaked at $1.84K in Q3 2023. 854 funds tracked by Wall St. Rank hold VGSH as of Q4 2023.

Moss Adams Wealth Advisors reported no remaining Vanguard Short-Term Treasury ETF position as of Q4 2023 after selling out during the quarter.
Moss Adams Wealth Advisors sold 32 Vanguard Short-Term Treasury ETF shares in Q4 2023, an estimated $1.84K.
Moss Adams Wealth Advisors first reported a position in Vanguard Short-Term Treasury ETF in Q3 2023 and held it in 1 quarter.
Moss Adams Wealth Advisors's Vanguard Short-Term Treasury ETF position peaked at $1.84K in Q3 2023.
854 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q4 2023.

Based on Moss Adams Wealth Advisors's 13F filing for Q4 2023, filed 6 Feb 2024.