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

V Wealth 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
2023 Q3	–	Sell	-4,670	Closed	-$270K	–	359
2023 Q2	$270K	Buy	+4,670	New	+$272K	0.04%	303

Other funds holding VGSH

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

WIT LLC District Of Columbia, District of Columbia $5.3B AUM 20.46% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

OWM

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

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

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 Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

V Wealth Advisors's VGSH Position: Q3 2023 in Review

V Wealth Advisors sold out of Vanguard Short-Term Treasury ETF (VGSH) in Q3 2023, closing a stake of 4,670 shares — an estimated $270K sold.

V Wealth Advisors first reported a position in VGSH in Q2 2023 and held it in 1 quarter. The position peaked at $270K in Q2 2023. 808 funds tracked by Wall St. Rank hold VGSH as of Q3 2023.

V Wealth Advisors reported no remaining Vanguard Short-Term Treasury ETF position as of Q3 2023 after selling out during the quarter.
V Wealth Advisors sold 4,670 Vanguard Short-Term Treasury ETF shares in Q3 2023, an estimated $270K.
V Wealth Advisors first reported a position in Vanguard Short-Term Treasury ETF in Q2 2023 and held it in 1 quarter.
V Wealth Advisors's Vanguard Short-Term Treasury ETF position peaked at $270K in Q2 2023.
808 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q3 2023.

Based on V Wealth Advisors's 13F filing for Q3 2023, filed 15 Nov 2023.