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

Triad Wealth 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
2024
Q3 		– Sell
-1,939
Closed -$112K – 894
2024
Q2 		$112K Buy
+1,939
New +$112K 0.06% 143

Other funds holding VGSH

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 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
SCM
SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return

Triad Wealth Partners's VGSH Position: Q3 2024 in Review

Triad Wealth Partners sold out of Vanguard Short-Term Treasury ETF (VGSH) in Q3 2024, closing a stake of 1,939 shares — an estimated $112K sold.

Triad Wealth Partners first reported a position in VGSH in Q2 2024 and held it in 1 quarter. The position peaked at $112K in Q2 2024. 842 funds tracked by Wall St. Rank hold VGSH as of Q3 2024.

  • Triad Wealth Partners reported no remaining Vanguard Short-Term Treasury ETF position as of Q3 2024 after selling out during the quarter.
  • Triad Wealth Partners sold 1,939 Vanguard Short-Term Treasury ETF shares in Q3 2024, an estimated $112K.
  • Triad Wealth Partners first reported a position in Vanguard Short-Term Treasury ETF in Q2 2024 and held it in 1 quarter.
  • Triad Wealth Partners's Vanguard Short-Term Treasury ETF position peaked at $112K in Q2 2024.
  • 842 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q3 2024.

Based on Triad Wealth Partners's 13F filing for Q3 2024, filed 21 Oct 2024.