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

Pathway Financial 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	–	Sell	-6,180	Closed	-$357K	–	136
2022 Q3	$357K	Hold	6,180	–	–	0.12%	80
2022 Q2	$364K	Buy	6,180 +786	+15%	+$46.4K	0.15%	78
2022 Q1	$320K	Buy	+5,394	New	+$324K	0.12%	98

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

Pathway Financial Advisors's VGSH Position: Q4 2022 in Review

Pathway Financial Advisors sold out of Vanguard Short-Term Treasury ETF (VGSH) in Q4 2022, closing a stake of 6,180 shares — an estimated $357K sold.

Pathway Financial Advisors first reported a position in VGSH in Q1 2022 and held it in 3 quarters. The position peaked at $364K in Q2 2022. 732 funds tracked by Wall St. Rank hold VGSH as of Q4 2022.

Pathway Financial Advisors reported no remaining Vanguard Short-Term Treasury ETF position as of Q4 2022 after selling out during the quarter.
Pathway Financial Advisors sold 6,180 Vanguard Short-Term Treasury ETF shares in Q4 2022, an estimated $357K.
Pathway Financial Advisors first reported a position in Vanguard Short-Term Treasury ETF in Q1 2022 and held it in 3 quarters.
Pathway Financial Advisors's Vanguard Short-Term Treasury ETF position peaked at $364K in Q2 2022.
732 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q4 2022.

Based on Pathway Financial Advisors's 13F filing for Q4 2022, filed 23 Jan 2023.