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

Professional 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	-1,833	Closed	-$106K	–	444
2022 Q3	$106K	Buy	1,833 +5	+0.3%	+$293	0.07%	98
2022 Q2	$108K	Buy	1,828 +3	+0.2%	+$177	0.06%	106
2022 Q1	$108K	Buy	1,825 +1	+0.1%	+$60	0.05%	104
2021 Q4	$111K	Buy	+1,824	New	+$112K	0.05%	128

Other funds holding VGSH

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

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

WIT LLC District Of Columbia, District of Columbia $6.26B AUM 22.48% 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

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

OWM

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

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

Professional Financial Advisors sold out of Vanguard Short-Term Treasury ETF (VGSH) in Q4 2022, closing a stake of 1,833 shares — an estimated $106K sold.

Professional Financial Advisors first reported a position in VGSH in Q4 2021 and held it in 4 quarters. The position peaked at $111K in Q4 2021. 733 funds tracked by Wall St. Rank hold VGSH as of Q4 2022.

Professional Financial Advisors reported no remaining Vanguard Short-Term Treasury ETF position as of Q4 2022 after selling out during the quarter.
Professional Financial Advisors sold 1,833 Vanguard Short-Term Treasury ETF shares in Q4 2022, an estimated $106K.
Professional Financial Advisors first reported a position in Vanguard Short-Term Treasury ETF in Q4 2021 and held it in 4 quarters.
Professional Financial Advisors's Vanguard Short-Term Treasury ETF position peaked at $111K in Q4 2021.
733 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q4 2022.

Based on Professional Financial Advisors's 13F filing for Q4 2022, filed 14 Feb 2023.