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

Wealth Advisors of Iowa’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 Q3	–	Sell	-19,698	Closed	-$1.16M	–	70
2022 Q2	$1.16M	Buy	+19,698	New	+$1.16M	0.2%	38
2022 Q1	–	Sell	-270,096	Closed	-$16.4M	–	71
2021 Q4	$16.4M	Sell	270,096 -33,299	-11%	-$2.04M	8.99%	3
2021 Q3	$18.6M	Buy	303,395 +166,092	+121%	+$10.2M	10.13%	3
2021 Q2	$8.43M	Sell	137,303 -70,736	-34%	-$4.35M	4.4%	9
2021 Q1	$12.8M	Sell	208,039 -270,337	-57%	-$16.6M	7.13%	6
2020 Q4	$29.5M	Sell	478,376 -201,673	-30%	-$12.5M	18.25%	1
2020 Q3	$42.2M	Buy	680,049 +188,291	+38%	+$11.7M	28.99%	1
2020 Q2	$30.6M	Sell	491,758 -27,700	-5%	-$1.72M	23.05%	2
2020 Q1	$32.4M	Buy	+519,458	New	+$31.9M	25.65%	2

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

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

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Wealth Advisors of Iowa's VGSH Position: Q3 2022 in Review

Wealth Advisors of Iowa sold out of Vanguard Short-Term Treasury ETF (VGSH) in Q3 2022, closing a stake of 19,698 shares — an estimated $1.16M sold.

Wealth Advisors of Iowa first reported a position in VGSH in Q1 2020 and held it in 9 quarters. The position peaked at $42.2M in Q3 2020. 658 funds tracked by Wall St. Rank hold VGSH as of Q3 2022.

Wealth Advisors of Iowa reported no remaining Vanguard Short-Term Treasury ETF position as of Q3 2022 after selling out during the quarter.
Wealth Advisors of Iowa sold 19,698 Vanguard Short-Term Treasury ETF shares in Q3 2022, an estimated $1.16M.
Wealth Advisors of Iowa first reported a position in Vanguard Short-Term Treasury ETF in Q1 2020 and held it in 9 quarters.
Wealth Advisors of Iowa's Vanguard Short-Term Treasury ETF position peaked at $42.2M in Q3 2020.
658 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q3 2022.

Based on Wealth Advisors of Iowa's 13F filing for Q3 2022, filed 15 Nov 2022.