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Tilia Fiduciary Partners’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History

Tilia Fiduciary Partners’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
Q3 		– Sell
-857
Closed -$49.5K – 480
2023
Q2 		$49.5K Buy
+857
New +$49.9K 0.04% 213

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WL
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State Street
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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
OWM
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Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
MERSOM
Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.81B AUM 10.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Tilia Fiduciary Partners's VGSH Position: Q3 2023 in Review

Tilia Fiduciary Partners sold out of Vanguard Short-Term Treasury ETF (VGSH) in Q3 2023, closing a stake of 857 shares — an estimated $49.5K sold.

Tilia Fiduciary Partners first reported a position in VGSH in Q2 2023 and held it in 1 quarter. The position peaked at $49.5K in Q2 2023. 809 funds tracked by Wall St. Rank hold VGSH as of Q3 2023.

  • Tilia Fiduciary Partners reported no remaining Vanguard Short-Term Treasury ETF position as of Q3 2023 after selling out during the quarter.
  • Tilia Fiduciary Partners sold 857 Vanguard Short-Term Treasury ETF shares in Q3 2023, an estimated $49.5K.
  • Tilia Fiduciary Partners first reported a position in Vanguard Short-Term Treasury ETF in Q2 2023 and held it in 1 quarter.
  • Tilia Fiduciary Partners's Vanguard Short-Term Treasury ETF position peaked at $49.5K in Q2 2023.
  • 809 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q3 2023.

Based on Tilia Fiduciary Partners's 13F filing for Q3 2023, filed 10 Oct 2023.