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Proficio Capital Partners’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History

Proficio Capital Partners’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
2023
Q3 		– Sell
-187,881
Closed -$10.8M – 319
2023
Q2 		$10.8M Buy
+187,881
New +$10.9M 1.48% 16

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WL
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State Street
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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
OWM
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Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
MERSOM
Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.81B AUM 10.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Proficio Capital Partners's VGSH Position: Q3 2023 in Review

Proficio Capital Partners sold out of Vanguard Short-Term Treasury ETF (VGSH) in Q3 2023, closing a stake of 187,881 shares — an estimated $10.8M sold.

Proficio Capital Partners first reported a position in VGSH in Q2 2023 and held it in 1 quarter. The position peaked at $10.8M in Q2 2023. 809 funds tracked by Wall St. Rank hold VGSH as of Q3 2023.

  • Proficio Capital Partners reported no remaining Vanguard Short-Term Treasury ETF position as of Q3 2023 after selling out during the quarter.
  • Proficio Capital Partners sold 187,881 Vanguard Short-Term Treasury ETF shares in Q3 2023, an estimated $10.8M.
  • Proficio Capital Partners first reported a position in Vanguard Short-Term Treasury ETF in Q2 2023 and held it in 1 quarter.
  • Proficio Capital Partners's Vanguard Short-Term Treasury ETF position peaked at $10.8M in Q2 2023.
  • 809 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q3 2023.

Based on Proficio Capital Partners's 13F filing for Q3 2023, filed 18 Oct 2023.