Patten Group’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History

Patten Group’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 Q1	–	Sell	-3,842	Closed	-$234K	–	268
2021 Q4	$234K	Sell	3,842 -175	-4%	-$10.7K	0.06%	237
2021 Q3	$247K	Buy	+4,017	New	+$247K	0.07%	228
2017 Q2	–	Sell	-1	Closed	–	–	676
2017 Q1	$0	Hold	1	–	–	﹤0.01%	651
2016 Q4	$0	Buy	+1	New	+$61	﹤0.01%	635
2016 Q3	–	Sell	-58	Closed	-$3.55K	–	636
2016 Q2	$3.6K	Buy	+58	New	+$3.55K	﹤0.01%	543
2016 Q1	–	Hold	0	–	–	–	674
2015 Q4	–	Hold	0	–	–	–	700

Other funds holding VGSH

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

WIT LLC District Of Columbia, District of Columbia $6.26B AUM 22.48% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

MERSOM

Municipal Employees' Retirement System of Michigan Lansing, Michigan $9.05B AUM 13.04% 1-Year Est. Return

Patten Group's VGSH Position: Q1 2022 in Review

Patten Group sold out of Vanguard Short-Term Treasury ETF (VGSH) in Q1 2022, closing a stake of 3,842 shares — an estimated $234K sold.

Patten Group first reported a position in VGSH in Q2 2016 and held it in 5 quarters. The position peaked at $247K in Q3 2021. 578 funds tracked by Wall St. Rank hold VGSH as of Q1 2022.

Patten Group reported no remaining Vanguard Short-Term Treasury ETF position as of Q1 2022 after selling out during the quarter.
Patten Group sold 3,842 Vanguard Short-Term Treasury ETF shares in Q1 2022, an estimated $234K.
Patten Group first reported a position in Vanguard Short-Term Treasury ETF in Q2 2016 and held it in 5 quarters.
Patten Group's Vanguard Short-Term Treasury ETF position peaked at $247K in Q3 2021.
578 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q1 2022.

Based on Patten Group's 13F filing for Q1 2022, filed 28 Apr 2022.