Topel & Distasi Wealth Management’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History

Topel & Distasi Wealth Management’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 Q2	–	Sell	-119,286	Closed	-$7.07M	–	72
2022 Q1	$7.07M	Buy	119,286 +2,865	+2%	+$172K	2.96%	11
2021 Q4	$7.08M	Buy	+116,421	New	+$7.12M	2.89%	11

Other funds holding VGSH

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 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

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $14.1B AUM 25.71% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Topel & Distasi Wealth Management's VGSH Position: Q2 2022 in Review

Topel & Distasi Wealth Management sold out of Vanguard Short-Term Treasury ETF (VGSH) in Q2 2022, closing a stake of 119,286 shares — an estimated $7.07M sold.

Topel & Distasi Wealth Management first reported a position in VGSH in Q4 2021 and held it in 2 quarters. The position peaked at $7.08M in Q4 2021. 646 funds tracked by Wall St. Rank hold VGSH as of Q2 2022.

Topel & Distasi Wealth Management reported no remaining Vanguard Short-Term Treasury ETF position as of Q2 2022 after selling out during the quarter.
Topel & Distasi Wealth Management sold 119,286 Vanguard Short-Term Treasury ETF shares in Q2 2022, an estimated $7.07M.
Topel & Distasi Wealth Management first reported a position in Vanguard Short-Term Treasury ETF in Q4 2021 and held it in 2 quarters.
Topel & Distasi Wealth Management's Vanguard Short-Term Treasury ETF position peaked at $7.08M in Q4 2021.
646 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q2 2022.

Based on Topel & Distasi Wealth Management's 13F filing for Q2 2022, filed 5 Aug 2022.