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

Sunesis 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 Q4	–	Sell	-14,694	Closed	-$846K	–	77
2023 Q3	$846K	Buy	+14,694	New	+$847K	0.6%	27
2023 Q1	$860K	Sell	14,694 -8,083	-35%	-$469K	0.62%	27
2022 Q4	$1.32M	Hold	22,777	–	–	0.84%	25
2022 Q3	$1.32M	Hold	22,777	–	–	0.91%	22
2022 Q2	$1.34M	Hold	22,777	–	–	0.87%	25
2022 Q1	$1.35M	Hold	22,777	–	–	0.78%	26
2021 Q4	$1.39M	Hold	22,777	–	–	1.02%	20
2021 Q3	$1.4M	Hold	22,777	–	–	1.08%	19
2021 Q2	$1.4M	Hold	22,777	–	–	1.07%	18
2021 Q1	$1.4M	Hold	22,777	–	–	1.12%	18
2020 Q4	$1.4M	Hold	22,777	–	–	1.13%	18
2020 Q3	$1.41M	Sell	22,777 -2,977	-12%	-$185K	1.26%	17
2020 Q2	$1.6M	Hold	25,754	–	–	1.47%	15
2020 Q1	$1.61M	Hold	25,754	–	–	1.62%	14
2019 Q4	$1.57M	Buy	25,754 +5,792	+29%	+$353K	1.43%	15
2019 Q3	$1.22M	Buy	19,962 +3,741	+23%	+$228K	1.26%	18
2019 Q2	$988K	Sell	16,221 -42,328	-72%	-$2.56M	1.06%	18
2019 Q1	$3.54M	Sell	58,549 -1,983	-3%	-$119K	3.57%	6
2018 Q4	$3.64M	Hold	60,532	–	–	3.97%	6
2018 Q3	$3.62M	Buy	+60,532	New	+$3.62M	3.65%	6

Other funds holding VGSH

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

OWM

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

MERSOM

Municipal Employees' Retirement System of Michigan Lansing, Michigan $9.05B AUM 13.04% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

PCIG

Partners Capital Investment Group Boston, Massachusetts $2.83B AUM 20.31% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return

Sunesis Advisors's VGSH Position: Q4 2023 in Review

Sunesis Advisors sold out of Vanguard Short-Term Treasury ETF (VGSH) in Q4 2023, closing a stake of 14,694 shares — an estimated $846K sold.

Sunesis Advisors first reported a position in VGSH in Q3 2018 and held it in 20 quarters. The position peaked at $3.64M in Q4 2018. 857 funds tracked by Wall St. Rank hold VGSH as of Q4 2023.

Sunesis Advisors reported no remaining Vanguard Short-Term Treasury ETF position as of Q4 2023 after selling out during the quarter.
Sunesis Advisors sold 14,694 Vanguard Short-Term Treasury ETF shares in Q4 2023, an estimated $846K.
Sunesis Advisors first reported a position in Vanguard Short-Term Treasury ETF in Q3 2018 and held it in 20 quarters.
Sunesis Advisors's Vanguard Short-Term Treasury ETF position peaked at $3.64M in Q4 2018.
857 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q4 2023.

Based on Sunesis Advisors's 13F filing for Q4 2023, filed 19 Jan 2024.