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

Ten Capital 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 Q2	$2.13M	Buy	36,814 +2,351	+7%	+$137K	0.62%	24
2023 Q1	$2.02M	Buy	34,463 +2,306	+7%	+$134K	0.66%	23
2022 Q4	$1.86M	Sell	32,157 -486	-1%	-$28.1K	0.75%	24
2022 Q3	$1.89M	Sell	32,643 -4,964	-13%	-$291K	0.86%	24
2022 Q2	$2.21M	Sell	37,607 -1,430	-4%	-$84.3K	0.96%	24
2022 Q1	$2.31M	Buy	39,037 +6,729	+21%	+$404K	0.97%	23
2021 Q4	$1.97M	Buy	32,308 +4,784	+17%	+$293K	0.8%	25
2021 Q3	$1.69M	Buy	27,524 +4,035	+17%	+$248K	0.79%	25
2021 Q2	$1.44M	Buy	23,489 +201	+0.9%	+$12.4K	0.33%	67
2021 Q1	$1.43M	Buy	23,288 +15,352	+193%	+$945K	0.35%	65
2020 Q4	$489K	Buy	+7,936	New	+$492K	0.14%	91

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

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

Ten Capital Wealth Advisors's VGSH Position: Q2 2023 in Review

Ten Capital Wealth Advisors increased its Vanguard Short-Term Treasury ETF (VGSH) stake by 6.8% in Q2 2023, buying an estimated $137K and bringing the position to 36,814 shares worth $2.13M. The position accounts for 0.62% of the portfolio, ranked #24.

Ten Capital Wealth Advisors first reported a position in VGSH in Q4 2020 and has held it in 11 quarters since. The position peaked at $2.31M in Q1 2022. 804 funds tracked by Wall St. Rank hold VGSH as of Q2 2023.

Ten Capital Wealth Advisors held 36,814 shares of Vanguard Short-Term Treasury ETF worth $2.13M as of Q2 2023.
Ten Capital Wealth Advisors bought 2,351 Vanguard Short-Term Treasury ETF shares in Q2 2023, an estimated $137K.
Vanguard Short-Term Treasury ETF made up 0.62% of Ten Capital Wealth Advisors's portfolio in Q2 2023, its #24 holding.
Ten Capital Wealth Advisors first reported a position in Vanguard Short-Term Treasury ETF in Q4 2020 and has held it in 11 quarters since.
Ten Capital Wealth Advisors's Vanguard Short-Term Treasury ETF position peaked at $2.31M in Q1 2022.
804 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q2 2023.

Based on Ten Capital Wealth Advisors's 13F filing for Q2 2023, filed 31 Jul 2023.