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

TCI Wealth 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 Q1	–	Sell	-1,000	Closed	-$57.8K	–	2647
2022 Q4	$57.8K	Buy	+1,000	New	+$57.8K	0.01%	365
2021 Q4	–	Sell	-1,461	Closed	-$90K	–	2538
2021 Q3	$90K	Hold	1,461	–	–	0.01%	309
2021 Q2	$90K	Hold	1,461	–	–	0.02%	297
2021 Q1	$90K	Buy	+1,461	New	+$90K	0.04%	259
2017 Q2	–	Sell	-50	Closed	-$3K	–	1382
2017 Q1	$3K	Buy	+50	New	+$3.04K	﹤0.01%	870

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

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

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

BTI

Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return

MERSOM

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

TCI Wealth Advisors's VGSH Position: Q1 2023 in Review

TCI Wealth Advisors sold out of Vanguard Short-Term Treasury ETF (VGSH) in Q1 2023, closing a stake of 1,000 shares — an estimated $57.8K sold.

TCI Wealth Advisors first reported a position in VGSH in Q1 2017 and held it in 5 quarters. The position peaked at $90K in Q3 2021. 763 funds tracked by Wall St. Rank hold VGSH as of Q1 2023.

TCI Wealth Advisors reported no remaining Vanguard Short-Term Treasury ETF position as of Q1 2023 after selling out during the quarter.
TCI Wealth Advisors sold 1,000 Vanguard Short-Term Treasury ETF shares in Q1 2023, an estimated $57.8K.
TCI Wealth Advisors first reported a position in Vanguard Short-Term Treasury ETF in Q1 2017 and held it in 5 quarters.
TCI Wealth Advisors's Vanguard Short-Term Treasury ETF position peaked at $90K in Q3 2021.
763 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q1 2023.

Based on TCI Wealth Advisors's 13F filing for Q1 2023, filed 3 May 2023.