Axim Planning & Wealth’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History

Axim Planning & Wealth’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	-5,422	Closed	-$316K	–	31
2023 Q4	$316K	Buy	5,422 +654	+14%	+$37.8K	0.29%	15
2023 Q3	$275K	Sell	4,768 -368	-7%	-$21.2K	0.24%	19
2023 Q2	$297K	Sell	5,136 -236	-4%	-$13.7K	0.27%	17
2023 Q1	$314K	Buy	+5,372	New	+$312K	0.31%	15

Other funds holding VGSH

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

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 Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Axim Planning & Wealth's VGSH Position: Q1 2024 in Review

Axim Planning & Wealth sold out of Vanguard Short-Term Treasury ETF (VGSH) in Q1 2024, closing a stake of 5,422 shares — an estimated $316K sold.

Axim Planning & Wealth first reported a position in VGSH in Q1 2023 and held it in 4 quarters. The position peaked at $316K in Q4 2023. 839 funds tracked by Wall St. Rank hold VGSH as of Q1 2024.

Axim Planning & Wealth reported no remaining Vanguard Short-Term Treasury ETF position as of Q1 2024 after selling out during the quarter.
Axim Planning & Wealth sold 5,422 Vanguard Short-Term Treasury ETF shares in Q1 2024, an estimated $316K.
Axim Planning & Wealth first reported a position in Vanguard Short-Term Treasury ETF in Q1 2023 and held it in 4 quarters.
Axim Planning & Wealth's Vanguard Short-Term Treasury ETF position peaked at $316K in Q4 2023.
839 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q1 2024.

Based on Axim Planning & Wealth's 13F filing for Q1 2024, filed 24 Apr 2024.