UBP Investment Advisors’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History

UBP Investment 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
2022 Q3	–	Sell	-3,458	Closed	-$200K	–	104
2022 Q2	$200K	Sell	3,458 -111	-3%	-$6.55K	0.08%	104
2022 Q1	$210K	Hold	3,569	–	–	0.08%	99
2021 Q4	$220K	Hold	3,569	–	–	0.08%	98
2021 Q3	$220K	Buy	3,569 +162	+5%	+$9.96K	0.09%	100
2021 Q2	$210K	Hold	3,407	–	–	0.08%	108
2021 Q1	$210K	Buy	+3,407	New	+$210K	0.09%	106
2020 Q1	–	Sell	-14,892	Closed	-$906K	–	57
2019 Q4	$906K	Sell	14,892 -1	-0%	-$61	0.71%	32
2019 Q3	$908K	Hold	14,893	–	–	0.74%	29
2019 Q2	$907K	Hold	14,893	–	–	0.82%	29
2019 Q1	$900K	Buy	14,893 +1	+0%	+$60	0.84%	29
2018 Q4	$895K	Sell	14,892 -1	-0%	-$60	0.95%	26
2018 Q3	$890K	Hold	14,893	–	–	0.85%	31
2018 Q2	$886K	Hold	14,893	–	–	1.04%	26
2018 Q1	$894K	Hold	14,893	–	–	0.96%	27
2017 Q4	$898K	Buy	+14,893	New	+$901K	1.06%	29

Other funds holding VGSH

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

WIT LLC District Of Columbia, District of Columbia $6.26B AUM 22.48% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

UBP Investment Advisors's VGSH Position: Q3 2022 in Review

UBP Investment Advisors sold out of Vanguard Short-Term Treasury ETF (VGSH) in Q3 2022, closing a stake of 3,458 shares — an estimated $200K sold.

UBP Investment Advisors first reported a position in VGSH in Q4 2017 and held it in 15 quarters. The position peaked at $908K in Q3 2019. 657 funds tracked by Wall St. Rank hold VGSH as of Q3 2022.

UBP Investment Advisors reported no remaining Vanguard Short-Term Treasury ETF position as of Q3 2022 after selling out during the quarter.
UBP Investment Advisors sold 3,458 Vanguard Short-Term Treasury ETF shares in Q3 2022, an estimated $200K.
UBP Investment Advisors first reported a position in Vanguard Short-Term Treasury ETF in Q4 2017 and held it in 15 quarters.
UBP Investment Advisors's Vanguard Short-Term Treasury ETF position peaked at $908K in Q3 2019.
657 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q3 2022.

Based on UBP Investment Advisors's 13F filing for Q3 2022, filed 4 Oct 2022.