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

BerganKDV 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
2023 Q2	–	Sell	-244	Closed	-$14.3K	–	1072
2023 Q1	$14.3K	Buy	+244	New	+$14.2K	﹤0.01%	551

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

WIT LLC District Of Columbia, District of Columbia $5.3B AUM 20.46% 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

SCM

SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return

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 New York $871B AUM 31.28% 1-Year Est. Return

BerganKDV Wealth Management's VGSH Position: Q2 2023 in Review

BerganKDV Wealth Management sold out of Vanguard Short-Term Treasury ETF (VGSH) in Q2 2023, closing a stake of 244 shares — an estimated $14.3K sold.

BerganKDV Wealth Management first reported a position in VGSH in Q1 2023 and held it in 1 quarter. The position peaked at $14.3K in Q1 2023. 803 funds tracked by Wall St. Rank hold VGSH as of Q2 2023.

BerganKDV Wealth Management reported no remaining Vanguard Short-Term Treasury ETF position as of Q2 2023 after selling out during the quarter.
BerganKDV Wealth Management sold 244 Vanguard Short-Term Treasury ETF shares in Q2 2023, an estimated $14.3K.
BerganKDV Wealth Management first reported a position in Vanguard Short-Term Treasury ETF in Q1 2023 and held it in 1 quarter.
BerganKDV Wealth Management's Vanguard Short-Term Treasury ETF position peaked at $14.3K in Q1 2023.
803 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q2 2023.

Based on BerganKDV Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.