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Source Financial Advisors’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History

Source 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
Q2 		– Sell
-5,267
Closed -$308K – 134
2023
Q1 		$308K Hold
5,267
– – 0.1% 100
2022
Q4 		$305K Buy
+5,267
New +$304K 0.11% 99

Other funds holding VGSH

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
WL
WIT LLC District Of Columbia, District of Columbia $5.3B AUM 20.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
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
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
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Source Financial Advisors's VGSH Position: Q2 2023 in Review

Source Financial Advisors sold out of Vanguard Short-Term Treasury ETF (VGSH) in Q2 2023, closing a stake of 5,267 shares — an estimated $308K sold.

Source Financial Advisors first reported a position in VGSH in Q4 2022 and held it in 2 quarters. The position peaked at $308K in Q1 2023. 803 funds tracked by Wall St. Rank hold VGSH as of Q2 2023.

  • Source Financial Advisors reported no remaining Vanguard Short-Term Treasury ETF position as of Q2 2023 after selling out during the quarter.
  • Source Financial Advisors sold 5,267 Vanguard Short-Term Treasury ETF shares in Q2 2023, an estimated $308K.
  • Source Financial Advisors first reported a position in Vanguard Short-Term Treasury ETF in Q4 2022 and held it in 2 quarters.
  • Source Financial Advisors's Vanguard Short-Term Treasury ETF position peaked at $308K in Q1 2023.
  • 803 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q2 2023.

Based on Source Financial Advisors's 13F filing for Q2 2023, filed 24 Jul 2023.