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

Towerpoint Wealth’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
-6,555
Closed -$378K – 84
2023
Q3 		$378K Hold
6,555
– – 0.22% 57
2023
Q2 		$378K Sell
6,555
-2,140
-25% -$125K 0.21% 60
2023
Q1 		$509K Buy
+8,695
New +$505K 0.29% 52

Other funds holding VGSH

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
PCIG
Partners Capital Investment Group Boston, Massachusetts $2.65B AUM 16.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

Towerpoint Wealth's VGSH Position: Q4 2023 in Review

Towerpoint Wealth sold out of Vanguard Short-Term Treasury ETF (VGSH) in Q4 2023, closing a stake of 6,555 shares — an estimated $378K sold.

Towerpoint Wealth first reported a position in VGSH in Q1 2023 and held it in 3 quarters. The position peaked at $509K in Q1 2023. 855 funds tracked by Wall St. Rank hold VGSH as of Q4 2023.

  • Towerpoint Wealth reported no remaining Vanguard Short-Term Treasury ETF position as of Q4 2023 after selling out during the quarter.
  • Towerpoint Wealth sold 6,555 Vanguard Short-Term Treasury ETF shares in Q4 2023, an estimated $378K.
  • Towerpoint Wealth first reported a position in Vanguard Short-Term Treasury ETF in Q1 2023 and held it in 3 quarters.
  • Towerpoint Wealth's Vanguard Short-Term Treasury ETF position peaked at $509K in Q1 2023.
  • 855 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q4 2023.

Based on Towerpoint Wealth's 13F filing for Q4 2023, filed 23 Jan 2024.