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

WealthSource Partners’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 Q2	–	Sell	-7,352	Closed	-$436K	–	602
2022 Q1	$436K	Buy	+7,352	New	+$442K	0.03%	372
2017 Q2	–	Sell	-3,507	Closed	-$213K	–	320
2017 Q1	$213K	Hold	3,507	–	–	0.08%	255
2016 Q4	$214K	Buy	+3,507	New	+$214K	0.09%	214

Other funds holding VGSH

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 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

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $14.1B AUM 25.71% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

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

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

WealthSource Partners's VGSH Position: Q2 2022 in Review

WealthSource Partners sold out of Vanguard Short-Term Treasury ETF (VGSH) in Q2 2022, closing a stake of 7,352 shares — an estimated $436K sold.

WealthSource Partners first reported a position in VGSH in Q4 2016 and held it in 3 quarters. The position peaked at $436K in Q1 2022. 646 funds tracked by Wall St. Rank hold VGSH as of Q2 2022.

WealthSource Partners reported no remaining Vanguard Short-Term Treasury ETF position as of Q2 2022 after selling out during the quarter.
WealthSource Partners sold 7,352 Vanguard Short-Term Treasury ETF shares in Q2 2022, an estimated $436K.
WealthSource Partners first reported a position in Vanguard Short-Term Treasury ETF in Q4 2016 and held it in 3 quarters.
WealthSource Partners's Vanguard Short-Term Treasury ETF position peaked at $436K in Q1 2022.
646 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q2 2022.

Based on WealthSource Partners's 13F filing for Q2 2022, filed 10 Aug 2022.