Bluestem Financial Advisors’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History

Bluestem Financial Advisors’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 Q4	–	Sell	-3,988	Closed	-$245K	–	26
2021 Q3	$245K	Sell	3,988 -468	-11%	-$28.8K	0.16%	26
2021 Q2	$274K	Buy	4,456 +343	+8%	+$21.1K	0.18%	22
2021 Q1	$253K	Sell	4,113 -320	-7%	-$19.7K	0.18%	26
2020 Q4	$273K	Sell	4,433 -80	-2%	-$4.96K	0.2%	23
2020 Q3	$280K	Sell	4,513 -294	-6%	-$18.3K	0.24%	22
2020 Q2	$299K	Sell	4,807 -319	-6%	-$19.8K	0.27%	21
2020 Q1	$320K	Buy	5,126 +1,183	+30%	+$72.6K	0.34%	15
2019 Q4	$240K	Buy	+3,943	New	+$240K	0.22%	18

Other funds holding VGSH

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

WIT LLC District Of Columbia, District of Columbia $6.26B AUM 22.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

MERSOM

Municipal Employees' Retirement System of Michigan Lansing, Michigan $9.05B AUM 13.04% 1-Year Est. Return

NextCapital Advisers Chicago, Illinois $5.15B AUM 14.37% 1-Year Est. Return

Bluestem Financial Advisors's VGSH Position: Q4 2021 in Review

Bluestem Financial Advisors sold out of Vanguard Short-Term Treasury ETF (VGSH) in Q4 2021, closing a stake of 3,988 shares — an estimated $245K sold.

Bluestem Financial Advisors first reported a position in VGSH in Q4 2019 and held it in 8 quarters. The position peaked at $320K in Q1 2020. 556 funds tracked by Wall St. Rank hold VGSH as of Q4 2021.

Bluestem Financial Advisors reported no remaining Vanguard Short-Term Treasury ETF position as of Q4 2021 after selling out during the quarter.
Bluestem Financial Advisors sold 3,988 Vanguard Short-Term Treasury ETF shares in Q4 2021, an estimated $245K.
Bluestem Financial Advisors first reported a position in Vanguard Short-Term Treasury ETF in Q4 2019 and held it in 8 quarters.
Bluestem Financial Advisors's Vanguard Short-Term Treasury ETF position peaked at $320K in Q1 2020.
556 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q4 2021.

Based on Bluestem Financial Advisors's 13F filing for Q4 2021, filed 13 Jan 2022.