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Bedel Financial Consulting’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History

Bedel Financial Consulting’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
2021
Q3 		– Sell
-137
Closed -$8K – 1030
2021
Q2 		$8K Buy
137
+1
+0.7% +$62 ﹤0.01% 713
2021
Q1 		$8K Buy
136
+21
+18% +$1.29K ﹤0.01% 684
2020
Q4 		$7K Hold
115
– – ﹤0.01% 613
2020
Q3 		$7K Buy
115
+1
+0.9% +$62 ﹤0.01% 577
2020
Q2 		$7K Hold
114
– – ﹤0.01% 549
2020
Q1 		$7K Hold
114
– – ﹤0.01% 543
2019
Q4 		$7K Buy
114
+1
+0.9% +$61 ﹤0.01% 554
2019
Q3 		$7K Buy
113
+1
+0.9% +$61 ﹤0.01% 538
2019
Q2 		$7K Buy
112
+1
+0.9% +$61 ﹤0.01% 536
2019
Q1 		$7K Buy
+111
New +$6.68K ﹤0.01% 538

Other funds holding VGSH

JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
WL
WIT LLC District Of Columbia, District of Columbia $5.3B AUM 20.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B 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
NA
NextCapital Advisers Chicago, Illinois $5.15B AUM 14.37% 1-Year Est. Return