Venture Visionary Partners’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History

Venture Visionary 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
2023 Q2	–	Sell	-18,948	Closed	-$1.11M	–	550
2023 Q1	$1.11M	Buy	+18,948	New	+$1.1M	0.07%	217
2022 Q3	–	Sell	-2,464	Closed	-$145K	–	1502
2022 Q2	$145K	Buy	+2,464	New	+$145K	0.01%	517
2021 Q4	–	Sell	-3,788	Closed	-$232K	–	535
2021 Q3	$232K	Sell	3,788 -57	-1%	-$3.5K	0.02%	457
2021 Q2	$236K	Sell	3,845 -1,964	-34%	-$121K	0.02%	438
2021 Q1	$357K	Buy	5,809 +738	+15%	+$45.4K	0.03%	344
2020 Q4	$312K	Buy	+5,071	New	+$314K	0.03%	309

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

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

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

SCM

SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return

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

OWM

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

MERSOM

Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.81B AUM 10.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Venture Visionary Partners's VGSH Position: Q2 2023 in Review

Venture Visionary Partners sold out of Vanguard Short-Term Treasury ETF (VGSH) in Q2 2023, closing a stake of 18,948 shares — an estimated $1.11M sold.

Venture Visionary Partners first reported a position in VGSH in Q4 2020 and held it in 6 quarters. The position peaked at $1.11M in Q1 2023. 803 funds tracked by Wall St. Rank hold VGSH as of Q2 2023.

Venture Visionary Partners reported no remaining Vanguard Short-Term Treasury ETF position as of Q2 2023 after selling out during the quarter.
Venture Visionary Partners sold 18,948 Vanguard Short-Term Treasury ETF shares in Q2 2023, an estimated $1.11M.
Venture Visionary Partners first reported a position in Vanguard Short-Term Treasury ETF in Q4 2020 and held it in 6 quarters.
Venture Visionary Partners's Vanguard Short-Term Treasury ETF position peaked at $1.11M in Q1 2023.
803 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q2 2023.

Based on Venture Visionary Partners's 13F filing for Q2 2023, filed 14 Jul 2023.