Realta Investment Advisors’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History

Realta Investment 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 Q3	–	Sell	-100	Closed	-$5.8K	–	758
2024 Q2	$5.8K	Hold	100	–	–	﹤0.01%	712
2024 Q1	$5.81K	Buy	+100	New	+$5.82K	﹤0.01%	735
2023 Q4	–	Sell	-100	Closed	-$5.77K	–	783
2023 Q3	$5.77K	Hold	100	–	–	﹤0.01%	712
2023 Q2	$5.77K	Buy	+100	New	+$5.82K	﹤0.01%	764
2023 Q1	–	Sell	-4,077	Closed	-$236K	–	808
2022 Q4	$236K	Buy	4,077 +39	+1%	+$2.25K	0.06%	354
2022 Q3	$233K	Sell	4,038 -1,443	-26%	-$84.5K	0.06%	330
2022 Q2	$323K	Hold	5,481	–	–	0.08%	264
2022 Q1	$325K	Buy	5,481 +81	+2%	+$4.87K	0.06%	289
2021 Q4	$328K	Sell	5,400 -50	-0.9%	-$3.06K	0.07%	290
2021 Q3	$335K	Hold	5,450	–	–	0.08%	274
2021 Q2	$335K	Hold	5,450	–	–	0.08%	268
2021 Q1	$335K	Hold	5,450	–	–	0.09%	258
2020 Q4	$336K	Sell	5,450 -750	-12%	-$46.5K	0.1%	233
2020 Q3	$385K	Buy	6,200 +900	+17%	+$55.9K	0.13%	186
2020 Q2	$330K	Buy	+5,300	New	+$330K	0.11%	232

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

OWM

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

Goldman Sachs New York $871B AUM 31.28% 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

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

SCM

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

Realta Investment Advisors's VGSH Position: Q3 2024 in Review

Realta Investment Advisors sold out of Vanguard Short-Term Treasury ETF (VGSH) in Q3 2024, closing a stake of 100 shares — an estimated $5.8K sold.

Realta Investment Advisors first reported a position in VGSH in Q2 2020 and held it in 15 quarters. The position peaked at $385K in Q3 2020. 842 funds tracked by Wall St. Rank hold VGSH as of Q3 2024.

Realta Investment Advisors reported no remaining Vanguard Short-Term Treasury ETF position as of Q3 2024 after selling out during the quarter.
Realta Investment Advisors sold 100 Vanguard Short-Term Treasury ETF shares in Q3 2024, an estimated $5.8K.
Realta Investment Advisors first reported a position in Vanguard Short-Term Treasury ETF in Q2 2020 and held it in 15 quarters.
Realta Investment Advisors's Vanguard Short-Term Treasury ETF position peaked at $385K in Q3 2020.
842 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q3 2024.

Based on Realta Investment Advisors's 13F filing for Q3 2024, filed 29 Oct 2024.