Visionary Wealth Advisors’s Goldman Sachs Access Ultra Short Bond ETF GSST Stock Holding History

Visionary Wealth Advisors’s Portfolio GSST Stock Details GSST Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-4,611	Closed	-$230K	–	461
2023 Q2	$230K	Sell	4,611 -24,504	-84%	-$1.22M	0.02%	410
2023 Q1	$1.45M	Buy	29,115 +10,172	+54%	+$507K	0.12%	164
2022 Q4	$939K	Buy	18,943 +9,991	+112%	+$495K	0.09%	184
2022 Q3	$445K	Buy	+8,952	New	+$446K	0.05%	241

Other funds holding GSST

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

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

EWP

Engrave Wealth Partners The Woodlands, Texas $350M AUM 13.08% 1-Year Est. Return

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

TSW

Three Seasons Wealth Salt Lake City, Utah $262M AUM 45.03% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

WWMSC

Wagner Wealth Management (South Carolina) Greenville, South Carolina $495M AUM 8.72% 1-Year Est. Return

AOWM

Alpha Omega Wealth Management Richmond, Virginia $657M AUM 22.33% 1-Year Est. Return

Visionary Wealth Advisors's GSST Position: Q3 2023 in Review

Visionary Wealth Advisors sold out of Goldman Sachs Access Ultra Short Bond ETF (GSST) in Q3 2023, closing a stake of 4,611 shares — an estimated $230K sold.

Visionary Wealth Advisors first reported a position in GSST in Q3 2022 and held it in 4 quarters. The position peaked at $1.45M in Q1 2023. 91 funds tracked by Wall St. Rank hold GSST as of Q3 2023.

Visionary Wealth Advisors reported no remaining Goldman Sachs Access Ultra Short Bond ETF position as of Q3 2023 after selling out during the quarter.
Visionary Wealth Advisors sold 4,611 Goldman Sachs Access Ultra Short Bond ETF shares in Q3 2023, an estimated $230K.
Visionary Wealth Advisors first reported a position in Goldman Sachs Access Ultra Short Bond ETF in Q3 2022 and held it in 4 quarters.
Visionary Wealth Advisors's Goldman Sachs Access Ultra Short Bond ETF position peaked at $1.45M in Q1 2023.
91 funds tracked by Wall St. Rank held Goldman Sachs Access Ultra Short Bond ETF as of Q3 2023.

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