Bivin & Associates’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History

Bivin & Associates’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
2022 Q2	–	Sell	-450	Closed	-$27K	–	370
2022 Q1	$27K	Hold	450	–	–	0.02%	122
2021 Q4	$27K	Buy	+450	New	+$27.5K	0.02%	127

Other funds holding VGSH

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

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Bivin & Associates's VGSH Position: Q2 2022 in Review

Bivin & Associates sold out of Vanguard Short-Term Treasury ETF (VGSH) in Q2 2022, closing a stake of 450 shares — an estimated $27K sold.

Bivin & Associates first reported a position in VGSH in Q4 2021 and held it in 2 quarters. The position peaked at $27K in Q1 2022. 647 funds tracked by Wall St. Rank hold VGSH as of Q2 2022.

Bivin & Associates reported no remaining Vanguard Short-Term Treasury ETF position as of Q2 2022 after selling out during the quarter.
Bivin & Associates sold 450 Vanguard Short-Term Treasury ETF shares in Q2 2022, an estimated $27K.
Bivin & Associates first reported a position in Vanguard Short-Term Treasury ETF in Q4 2021 and held it in 2 quarters.
Bivin & Associates's Vanguard Short-Term Treasury ETF position peaked at $27K in Q1 2022.
647 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q2 2022.

Based on Bivin & Associates's 13F filing for Q2 2022, filed 11 Aug 2022.