Prestige Wealth Management Group’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History

Prestige Wealth Management 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
2024 Q2	–	Sell	-60	Closed	-$3.48K	–	1033
2024 Q1	$3.48K	Hold	60	–	–	﹤0.01%	653
2023 Q4	$3.5K	Hold	60	–	–	﹤0.01%	653
2023 Q3	$3.46K	Sell	60 -439	-88%	-$25.3K	﹤0.01%	645
2023 Q2	$28.8K	Hold	499	–	–	0.01%	320
2023 Q1	$29.2K	Sell	499 -211	-30%	-$12.3K	0.01%	286
2022 Q4	$41.1K	Hold	710	–	–	0.01%	277
2022 Q3	$41K	Hold	710	–	–	0.01%	242
2022 Q2	$42K	Hold	710	–	–	0.01%	253
2022 Q1	$42K	Hold	710	–	–	0.01%	259
2021 Q4	$43K	Hold	710	–	–	0.01%	277
2021 Q3	$44K	Hold	710	–	–	0.01%	274
2021 Q2	$44K	Sell	710 -1	-0.1%	-$62	0.01%	265
2021 Q1	$44K	Sell	711 -65,804	-99%	-$4.05M	0.01%	263
2020 Q4	$4.1M	Sell	66,515 -36,166	-35%	-$2.24M	1.12%	17
2020 Q3	$6.38M	Sell	102,681 -7,368	-7%	-$458K	1.93%	10
2020 Q2	$6.84M	Buy	110,049 +1,433	+1%	+$89.1K	2.41%	9
2020 Q1	$6.77M	Buy	+108,616	New	+$6.67M	2.86%	8

Other funds holding VGSH

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

Northern Trust Chicago, Illinois $757B AUM 28.64% 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

Prestige Wealth Management Group's VGSH Position: Q2 2024 in Review

Prestige Wealth Management Group sold out of Vanguard Short-Term Treasury ETF (VGSH) in Q2 2024, closing a stake of 60 shares — an estimated $3.48K sold.

Prestige Wealth Management Group first reported a position in VGSH in Q1 2020 and held it in 17 quarters. The position peaked at $6.84M in Q2 2020. 844 funds tracked by Wall St. Rank hold VGSH as of Q2 2024.

Prestige Wealth Management Group reported no remaining Vanguard Short-Term Treasury ETF position as of Q2 2024 after selling out during the quarter.
Prestige Wealth Management Group sold 60 Vanguard Short-Term Treasury ETF shares in Q2 2024, an estimated $3.48K.
Prestige Wealth Management Group first reported a position in Vanguard Short-Term Treasury ETF in Q1 2020 and held it in 17 quarters.
Prestige Wealth Management Group's Vanguard Short-Term Treasury ETF position peaked at $6.84M in Q2 2020.
844 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q2 2024.

Based on Prestige Wealth Management Group's 13F filing for Q2 2024, filed 6 Aug 2024.