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AJ Wealth Strategies’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History

AJ Wealth Strategies’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
2023
Q2 		$400K Hold
6,929
– – 0.02% 202
2023
Q1 		$406K Buy
+6,929
New +$402K 0.02% 198
2017
Q2 		– Sell
-26,495
Closed -$1.61M – 80
2017
Q1 		$1.61M Buy
26,495
+821
+3% +$49.9K 0.7% 27
2016
Q4 		$1.56M Buy
+25,674
New +$1.56M 0.81% 27

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
WL
WIT LLC District Of Columbia, District of Columbia $5.3B AUM 20.46% 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
SCM
SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
MERSOM
Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.81B AUM 10.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

AJ Wealth Strategies's VGSH Position: Q2 2023 in Review

AJ Wealth Strategies held its Vanguard Short-Term Treasury ETF (VGSH) position steady in Q2 2023 at 6,929 shares worth $400K. The position accounts for 0.02% of the portfolio, ranked #202.

AJ Wealth Strategies first reported a position in VGSH in Q4 2016 and has held it in 4 quarters since. The position peaked at $1.61M in Q1 2017. 803 funds tracked by Wall St. Rank hold VGSH as of Q2 2023.

  • AJ Wealth Strategies held 6,929 shares of Vanguard Short-Term Treasury ETF worth $400K as of Q2 2023.
  • AJ Wealth Strategies left its Vanguard Short-Term Treasury ETF share count unchanged in Q2 2023.
  • Vanguard Short-Term Treasury ETF made up 0.02% of AJ Wealth Strategies's portfolio in Q2 2023, its #202 holding.
  • AJ Wealth Strategies first reported a position in Vanguard Short-Term Treasury ETF in Q4 2016 and has held it in 4 quarters since.
  • AJ Wealth Strategies's Vanguard Short-Term Treasury ETF position peaked at $1.61M in Q1 2017.
  • 803 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q2 2023.

Based on AJ Wealth Strategies's 13F filing for Q2 2023, filed 20 Jul 2023.