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

Visionary 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
2022 Q1	–	Sell	-61,051	Closed	-$3.71M	–	459
2021 Q4	$3.71M	Buy	61,051 +85	+0.1%	+$5.2K	0.3%	83
2021 Q3	$3.74M	Sell	60,966 -1,144	-2%	-$70.3K	0.39%	70
2021 Q2	$3.81M	Sell	62,110 -22,736	-27%	-$1.4M	0.38%	65
2021 Q1	$5.22M	Sell	84,846 -4,811	-5%	-$296K	0.55%	45
2020 Q4	$5.52M	Buy	89,657 +838	+0.9%	+$51.9K	0.62%	44
2020 Q3	$5.51M	Sell	88,819 -11,090	-11%	-$689K	0.78%	36
2020 Q2	$6.21M	Sell	99,909 -45,639	-31%	-$2.84M	0.95%	29
2020 Q1	$9.07M	Buy	+145,548	New	+$8.93M	1.71%	14

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

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

MERSOM

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

NextCapital Advisers Chicago, Illinois $5.15B AUM 14.37% 1-Year Est. Return

Visionary Wealth Advisors's VGSH Position: Q1 2022 in Review

Visionary Wealth Advisors sold out of Vanguard Short-Term Treasury ETF (VGSH) in Q1 2022, closing a stake of 61,051 shares — an estimated $3.71M sold.

Visionary Wealth Advisors first reported a position in VGSH in Q1 2020 and held it in 8 quarters. The position peaked at $9.07M in Q1 2020. 578 funds tracked by Wall St. Rank hold VGSH as of Q1 2022.

Visionary Wealth Advisors reported no remaining Vanguard Short-Term Treasury ETF position as of Q1 2022 after selling out during the quarter.
Visionary Wealth Advisors sold 61,051 Vanguard Short-Term Treasury ETF shares in Q1 2022, an estimated $3.71M.
Visionary Wealth Advisors first reported a position in Vanguard Short-Term Treasury ETF in Q1 2020 and held it in 8 quarters.
Visionary Wealth Advisors's Vanguard Short-Term Treasury ETF position peaked at $9.07M in Q1 2020.
578 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q1 2022.

Based on Visionary Wealth Advisors's 13F filing for Q1 2022, filed 12 May 2022.