Prudent Man Advisors’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History

Prudent Man 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
2023 Q2	–	Sell	-4,436	Closed	-$259K	–	214
2023 Q1	$259K	Hold	4,436	–	–	0.1%	150
2022 Q4	$256K	Hold	4,436	–	–	0.1%	158
2022 Q3	$256K	Hold	4,436	–	–	0.12%	134
2022 Q2	$261K	Hold	4,436	–	–	0.12%	127
2022 Q1	$263K	Hold	4,436	–	–	0.11%	142
2021 Q4	$270K	Hold	4,436	–	–	0.1%	147
2021 Q3	$272K	Hold	4,436	–	–	0.1%	156
2021 Q2	$273K	Hold	4,436	–	–	0.11%	156
2021 Q1	$273K	Sell	4,436 -4,895	-52%	-$301K	0.11%	149
2020 Q4	$575K	Hold	9,331	–	–	0.24%	80
2020 Q3	$579K	Sell	9,331 -443	-5%	-$27.5K	0.31%	71
2020 Q2	$608K	Buy	+9,774	New	+$608K	0.54%	53

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

WIT LLC District Of Columbia, District of Columbia $5.3B AUM 20.46% 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

SCM

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

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

OWM

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

MERSOM

Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.81B AUM 10.88% 1-Year Est. Return

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

Prudent Man Advisors's VGSH Position: Q2 2023 in Review

Prudent Man Advisors sold out of Vanguard Short-Term Treasury ETF (VGSH) in Q2 2023, closing a stake of 4,436 shares — an estimated $259K sold.

Prudent Man Advisors first reported a position in VGSH in Q2 2020 and held it in 12 quarters. The position peaked at $608K in Q2 2020. 803 funds tracked by Wall St. Rank hold VGSH as of Q2 2023.

Prudent Man Advisors reported no remaining Vanguard Short-Term Treasury ETF position as of Q2 2023 after selling out during the quarter.
Prudent Man Advisors sold 4,436 Vanguard Short-Term Treasury ETF shares in Q2 2023, an estimated $259K.
Prudent Man Advisors first reported a position in Vanguard Short-Term Treasury ETF in Q2 2020 and held it in 12 quarters.
Prudent Man Advisors's Vanguard Short-Term Treasury ETF position peaked at $608K in Q2 2020.
803 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q2 2023.

Based on Prudent Man Advisors's 13F filing for Q2 2023, filed 10 Aug 2023.