SteelPeak Wealth’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History

SteelPeak Wealth’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
2022 Q1	–	Sell	-4,075	Closed	-$248K	–	490
2021 Q4	$248K	Sell	4,075 -6,378	-61%	-$390K	0.01%	356
2021 Q3	$642K	Sell	10,453 -1,457	-12%	-$89.6K	0.04%	224
2021 Q2	$732K	Sell	11,910 -3,196	-21%	-$197K	0.05%	212
2021 Q1	$929K	Sell	15,106 -369	-2%	-$22.7K	0.07%	167
2020 Q4	$953K	Sell	15,475 -3,191	-17%	-$198K	0.09%	163
2020 Q3	$1.16M	Buy	18,666 +4,356	+30%	+$271K	0.12%	119
2020 Q2	$890K	Buy	+14,310	New	+$890K	0.11%	132

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

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.22B AUM 22.28% 1-Year Est. Return

MERSOM

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

NextCapital Advisers Chicago, Illinois $5.15B AUM 14.37% 1-Year Est. Return

SteelPeak Wealth's VGSH Position: Q1 2022 in Review

SteelPeak Wealth sold out of Vanguard Short-Term Treasury ETF (VGSH) in Q1 2022, closing a stake of 4,075 shares — an estimated $248K sold.

SteelPeak Wealth first reported a position in VGSH in Q2 2020 and held it in 7 quarters. The position peaked at $1.16M in Q3 2020. 578 funds tracked by Wall St. Rank hold VGSH as of Q1 2022.

SteelPeak Wealth reported no remaining Vanguard Short-Term Treasury ETF position as of Q1 2022 after selling out during the quarter.
SteelPeak Wealth sold 4,075 Vanguard Short-Term Treasury ETF shares in Q1 2022, an estimated $248K.
SteelPeak Wealth first reported a position in Vanguard Short-Term Treasury ETF in Q2 2020 and held it in 7 quarters.
SteelPeak Wealth's Vanguard Short-Term Treasury ETF position peaked at $1.16M in Q3 2020.
578 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q1 2022.

Based on SteelPeak Wealth's 13F filing for Q1 2022, filed 10 May 2022.