Prosperity Capital Advisors’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History

Prosperity Capital 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
2024 Q4	–	Sell	-3,407	Closed	-$201K	–	366
2024 Q3	$201K	Sell	3,407 -715	-17%	-$41.9K	0.02%	329
2024 Q2	$239K	Sell	4,122 -1,735	-30%	-$100K	0.03%	280
2024 Q1	$340K	Sell	5,857 -383	-6%	-$22.3K	0.04%	245
2023 Q4	$364K	Sell	6,240 -488	-7%	-$28.2K	0.04%	174
2023 Q3	$388K	Sell	6,728 -121	-2%	-$6.97K	0.05%	160
2023 Q2	$395K	Sell	6,849 -8,713	-56%	-$507K	0.06%	161
2023 Q1	$911K	Sell	15,562 -7,206	-32%	-$418K	0.14%	75
2022 Q4	$1.32M	Buy	+22,768	New	+$1.32M	0.41%	50

Other funds holding VGSH

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

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

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

OWM

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

SCM

SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Prosperity Capital Advisors's VGSH Position: Q4 2024 in Review

Prosperity Capital Advisors sold out of Vanguard Short-Term Treasury ETF (VGSH) in Q4 2024, closing a stake of 3,407 shares — an estimated $201K sold.

Prosperity Capital Advisors first reported a position in VGSH in Q4 2022 and held it in 8 quarters. The position peaked at $1.32M in Q4 2022. 904 funds tracked by Wall St. Rank hold VGSH as of Q4 2024.

Prosperity Capital Advisors reported no remaining Vanguard Short-Term Treasury ETF position as of Q4 2024 after selling out during the quarter.
Prosperity Capital Advisors sold 3,407 Vanguard Short-Term Treasury ETF shares in Q4 2024, an estimated $201K.
Prosperity Capital Advisors first reported a position in Vanguard Short-Term Treasury ETF in Q4 2022 and held it in 8 quarters.
Prosperity Capital Advisors's Vanguard Short-Term Treasury ETF position peaked at $1.32M in Q4 2022.
904 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q4 2024.

Based on Prosperity Capital Advisors's 13F filing for Q4 2024, filed 29 Jan 2025.