WealthOne’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History

WealthOne’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	-6,820	Closed	-$401K	–	119
2022 Q2	$401K	Buy	+6,820	New	+$402K	0.16%	69
2019 Q1	–	Sell	-231	Closed	-$14K	–	528
2018 Q4	$14K	Buy	+231	New	+$13.8K	0.01%	334

Other funds holding VGSH

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

WIT LLC District Of Columbia, District of Columbia $6.26B AUM 22.48% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

OWM

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

WealthOne's VGSH Position: Q3 2022 in Review

WealthOne sold out of Vanguard Short-Term Treasury ETF (VGSH) in Q3 2022, closing a stake of 6,820 shares — an estimated $401K sold.

WealthOne first reported a position in VGSH in Q4 2018 and held it in 2 quarters. The position peaked at $401K in Q2 2022. 657 funds tracked by Wall St. Rank hold VGSH as of Q3 2022.

WealthOne reported no remaining Vanguard Short-Term Treasury ETF position as of Q3 2022 after selling out during the quarter.
WealthOne sold 6,820 Vanguard Short-Term Treasury ETF shares in Q3 2022, an estimated $401K.
WealthOne first reported a position in Vanguard Short-Term Treasury ETF in Q4 2018 and held it in 2 quarters.
WealthOne's Vanguard Short-Term Treasury ETF position peaked at $401K in Q2 2022.
657 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q3 2022.

Based on WealthOne's 13F filing for Q3 2022, filed 18 Oct 2022.