SC&H Financial Advisors’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History

SC&H 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
2023 Q3	–	Sell	-3,592	Closed	-$207K	–	137
2023 Q2	$207K	Buy	3,592 +14	+0.4%	+$815	0.07%	129
2023 Q1	$209K	Buy	3,578 +8	+0.2%	+$464	0.08%	128
2022 Q4	$206K	Sell	3,570 -4,728	-57%	-$273K	0.09%	125
2022 Q3	$480K	Buy	8,298 +5	+0.1%	+$293	0.24%	75
2022 Q2	$488K	Buy	+8,293	New	+$489K	0.23%	85

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

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

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

OWM

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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 Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

SC&H Financial Advisors's VGSH Position: Q3 2023 in Review

SC&H Financial Advisors sold out of Vanguard Short-Term Treasury ETF (VGSH) in Q3 2023, closing a stake of 3,592 shares — an estimated $207K sold.

SC&H Financial Advisors first reported a position in VGSH in Q2 2022 and held it in 5 quarters. The position peaked at $488K in Q2 2022. 808 funds tracked by Wall St. Rank hold VGSH as of Q3 2023.

SC&H Financial Advisors reported no remaining Vanguard Short-Term Treasury ETF position as of Q3 2023 after selling out during the quarter.
SC&H Financial Advisors sold 3,592 Vanguard Short-Term Treasury ETF shares in Q3 2023, an estimated $207K.
SC&H Financial Advisors first reported a position in Vanguard Short-Term Treasury ETF in Q2 2022 and held it in 5 quarters.
SC&H Financial Advisors's Vanguard Short-Term Treasury ETF position peaked at $488K in Q2 2022.
808 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q3 2023.

Based on SC&H Financial Advisors's 13F filing for Q3 2023, filed 30 Oct 2023.