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Bond & Devick Financial Network’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History

Bond & Devick Financial Network’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
-3,256
Closed -$200K – 115
2021
Q3 		$200K Hold
3,256
– – 0.17% 104
2021
Q2 		$200K Buy
+3,256
New +$200K 0.17% 107

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WL
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Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Ameriprise
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
NA
NextCapital Advisers Chicago, Illinois $5.15B AUM 14.37% 1-Year Est. Return

Bond & Devick Financial Network's VGSH Position: Q4 2021 in Review

Bond & Devick Financial Network sold out of Vanguard Short-Term Treasury ETF (VGSH) in Q4 2021, closing a stake of 3,256 shares — an estimated $200K sold.

Bond & Devick Financial Network first reported a position in VGSH in Q2 2021 and held it in 2 quarters. The position peaked at $200K in Q3 2021. 556 funds tracked by Wall St. Rank hold VGSH as of Q4 2021.

  • Bond & Devick Financial Network reported no remaining Vanguard Short-Term Treasury ETF position as of Q4 2021 after selling out during the quarter.
  • Bond & Devick Financial Network sold 3,256 Vanguard Short-Term Treasury ETF shares in Q4 2021, an estimated $200K.
  • Bond & Devick Financial Network first reported a position in Vanguard Short-Term Treasury ETF in Q2 2021 and held it in 2 quarters.
  • Bond & Devick Financial Network's Vanguard Short-Term Treasury ETF position peaked at $200K in Q3 2021.
  • 556 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q4 2021.

Based on Bond & Devick Financial Network's 13F filing for Q4 2021, filed 24 Jan 2022.