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Abound Wealth Management’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History

Abound Wealth Management’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
-3,086
Closed -$180K – 1404
2023
Q4 		$180K Buy
+3,086
New +$178K 0.07% 63
2023
Q1 		– Sell
-74
Closed -$4.29K – 753
2022
Q4 		$4.29K Buy
+74
New +$4.28K ﹤0.01% 379

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

Abound Wealth Management's VGSH Position: Q1 2024 in Review

Abound Wealth Management sold out of Vanguard Short-Term Treasury ETF (VGSH) in Q1 2024, closing a stake of 3,086 shares — an estimated $180K sold.

Abound Wealth Management first reported a position in VGSH in Q4 2022 and held it in 2 quarters. The position peaked at $180K in Q4 2023. 839 funds tracked by Wall St. Rank hold VGSH as of Q1 2024.

  • Abound Wealth Management reported no remaining Vanguard Short-Term Treasury ETF position as of Q1 2024 after selling out during the quarter.
  • Abound Wealth Management sold 3,086 Vanguard Short-Term Treasury ETF shares in Q1 2024, an estimated $180K.
  • Abound Wealth Management first reported a position in Vanguard Short-Term Treasury ETF in Q4 2022 and held it in 2 quarters.
  • Abound Wealth Management's Vanguard Short-Term Treasury ETF position peaked at $180K in Q4 2023.
  • 839 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q1 2024.

Based on Abound Wealth Management's 13F filing for Q1 2024, filed 8 Aug 2024.