WC Walker & Associates’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History

WC Walker & Associates’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 Q4	$3M	Buy	51,882 +4,461	+9%	+$258K	1.59%	20
2022 Q3	$2.74M	Buy	47,421 +9,714	+26%	+$569K	1.56%	19
2022 Q2	$2.21M	Buy	37,707 +4,896	+15%	+$289K	1.3%	26
2022 Q1	$1.94M	Sell	32,811 -78	-0.2%	-$4.69K	1.01%	34
2021 Q4	$1.99M	Buy	32,889 +395	+1%	+$24.2K	0.99%	34
2021 Q3	$2M	Sell	32,494 -911	-3%	-$56K	1.07%	36
2021 Q2	$2.05M	Sell	33,405 -505	-1%	-$31.1K	1.08%	36
2021 Q1	$2.09M	Sell	33,910 -186	-0.5%	-$11.5K	1.18%	34
2020 Q4	$2.1M	Buy	+34,096	New	+$2.11M	1.21%	31

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

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

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

OWM

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

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

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

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

WC Walker & Associates's VGSH Position: Q4 2022 in Review

WC Walker & Associates increased its Vanguard Short-Term Treasury ETF (VGSH) stake by 9.4% in Q4 2022, buying an estimated $258K and bringing the position to 51,882 shares worth $3M. The position accounts for 1.59% of the portfolio, ranked #20.

WC Walker & Associates first reported a position in VGSH in Q4 2020 and has held it in 9 quarters since. 732 funds tracked by Wall St. Rank hold VGSH as of Q4 2022.

WC Walker & Associates held 51,882 shares of Vanguard Short-Term Treasury ETF worth $3M as of Q4 2022.
WC Walker & Associates bought 4,461 Vanguard Short-Term Treasury ETF shares in Q4 2022, an estimated $258K.
Vanguard Short-Term Treasury ETF made up 1.59% of WC Walker & Associates's portfolio in Q4 2022, its #20 holding.
WC Walker & Associates first reported a position in Vanguard Short-Term Treasury ETF in Q4 2020 and has held it in 9 quarters since.
732 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q4 2022.

Based on WC Walker & Associates's 13F filing for Q4 2022, filed 23 Feb 2023.