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Ables Iannone Moore & Associates’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History

Ables Iannone Moore & 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
2024
Q1 		– Sell
-150
Closed -$8.75K – 282
2023
Q4 		$8.75K Buy
+150
New +$8.67K 0.01% 187

Other funds holding VGSH

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
MERSOM
Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.81B AUM 10.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

Ables Iannone Moore & Associates's VGSH Position: Q1 2024 in Review

Ables Iannone Moore & Associates sold out of Vanguard Short-Term Treasury ETF (VGSH) in Q1 2024, closing a stake of 150 shares — an estimated $8.75K sold.

Ables Iannone Moore & Associates first reported a position in VGSH in Q4 2023 and held it in 1 quarter. The position peaked at $8.75K in Q4 2023. 839 funds tracked by Wall St. Rank hold VGSH as of Q1 2024.

  • Ables Iannone Moore & Associates reported no remaining Vanguard Short-Term Treasury ETF position as of Q1 2024 after selling out during the quarter.
  • Ables Iannone Moore & Associates sold 150 Vanguard Short-Term Treasury ETF shares in Q1 2024, an estimated $8.75K.
  • Ables Iannone Moore & Associates first reported a position in Vanguard Short-Term Treasury ETF in Q4 2023 and held it in 1 quarter.
  • Ables Iannone Moore & Associates's Vanguard Short-Term Treasury ETF position peaked at $8.75K in Q4 2023.
  • 839 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q1 2024.

Based on Ables Iannone Moore & Associates's 13F filing for Q1 2024, filed 30 Apr 2024.