New England Guild Wealth Advisors’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History

New England Guild 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
2022 Q4	$710K	Sell	12,280 -1,151	-9%	-$66.5K	0.37%	41
2022 Q3	$776K	Sell	13,431 -26,089	-66%	-$1.53M	0.47%	36
2022 Q2	$2.33M	Sell	39,520 -990	-2%	-$58.4K	1.44%	20
2022 Q1	$2.4M	Sell	40,510 -1,000	-2%	-$60.1K	1.27%	26
2021 Q4	$2.52M	Sell	41,510 -5,686	-12%	-$348K	1.26%	27
2021 Q3	$2.9M	Sell	47,196 -4,114	-8%	-$253K	1.54%	19
2021 Q2	$3.15M	Sell	51,310 -11,881	-19%	-$731K	1.71%	19
2021 Q1	$3.89M	Sell	63,191 -1,065	-2%	-$65.6K	2.19%	17
2020 Q4	$3.96M	Sell	64,256 -647	-1%	-$40.1K	2.35%	16
2020 Q3	$4.03M	Buy	64,903 +10,601	+20%	+$659K	2.81%	10
2020 Q2	$3.38M	Sell	54,302 -825	-1%	-$51.3K	2.48%	11
2020 Q1	$3.44M	Sell	55,127 -10,114	-16%	-$621K	3.09%	9
2019 Q4	$3.97M	Sell	65,241 -3,219	-5%	-$196K	2.85%	13
2019 Q3	$4.17M	Sell	68,460 -471	-0.7%	-$28.7K	3%	13
2019 Q2	$4.2M	Sell	68,931 -4,373	-6%	-$265K	3.12%	13
2019 Q1	$4.43M	Sell	73,304 -271	-0.4%	-$16.3K	3.35%	12
2018 Q4	$4.42M	Buy	+73,575	New	+$4.4M	3.71%	10

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

WIT LLC District Of Columbia, District of Columbia $5.3B AUM 20.46% 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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

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

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

New England Guild Wealth Advisors's VGSH Position: Q4 2022 in Review

New England Guild Wealth Advisors reduced its Vanguard Short-Term Treasury ETF (VGSH) stake by 8.6% in Q4 2022, selling an estimated $66.5K and leaving 12,280 shares worth $710K. The position accounts for 0.37% of the portfolio, ranked #41.

New England Guild Wealth Advisors first reported a position in VGSH in Q4 2018 and has held it in 17 quarters since. The position peaked at $4.43M in Q1 2019. 732 funds tracked by Wall St. Rank hold VGSH as of Q4 2022.

New England Guild Wealth Advisors held 12,280 shares of Vanguard Short-Term Treasury ETF worth $710K as of Q4 2022.
New England Guild Wealth Advisors sold 1,151 Vanguard Short-Term Treasury ETF shares in Q4 2022, an estimated $66.5K.
Vanguard Short-Term Treasury ETF made up 0.37% of New England Guild Wealth Advisors's portfolio in Q4 2022, its #41 holding.
New England Guild Wealth Advisors first reported a position in Vanguard Short-Term Treasury ETF in Q4 2018 and has held it in 17 quarters since.
New England Guild Wealth Advisors's Vanguard Short-Term Treasury ETF position peaked at $4.43M in Q1 2019.
732 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q4 2022.

Based on New England Guild Wealth Advisors's 13F filing for Q4 2022, filed 11 Jan 2023.