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Patriot Financial Group Insurance Agency’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History

Patriot Financial Group Insurance Agency’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
Q3 		– Sell
-849
Closed -$50K – 1884
2022
Q2 		$50K Buy
+849
New +$50.1K 0.01% 734

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Patriot Financial Group Insurance Agency's VGSH Position: Q3 2022 in Review

Patriot Financial Group Insurance Agency sold out of Vanguard Short-Term Treasury ETF (VGSH) in Q3 2022, closing a stake of 849 shares — an estimated $50K sold.

Patriot Financial Group Insurance Agency first reported a position in VGSH in Q2 2022 and held it in 1 quarter. The position peaked at $50K in Q2 2022. 658 funds tracked by Wall St. Rank hold VGSH as of Q3 2022.

  • Patriot Financial Group Insurance Agency reported no remaining Vanguard Short-Term Treasury ETF position as of Q3 2022 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 849 Vanguard Short-Term Treasury ETF shares in Q3 2022, an estimated $50K.
  • Patriot Financial Group Insurance Agency first reported a position in Vanguard Short-Term Treasury ETF in Q2 2022 and held it in 1 quarter.
  • Patriot Financial Group Insurance Agency's Vanguard Short-Term Treasury ETF position peaked at $50K in Q2 2022.
  • 658 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q3 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2022, filed 1 Nov 2022.