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Buck Wealth Strategies’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History

Buck Wealth Strategies’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
Q4 		– Sell
-16
Closed -$922 – 325
2023
Q3 		$922 Buy
+16
New +$922 ﹤0.01% 338

Other funds holding VGSH

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PCIG
Partners Capital Investment Group Boston, Massachusetts $2.65B AUM 16.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

Buck Wealth Strategies's VGSH Position: Q4 2023 in Review

Buck Wealth Strategies sold out of Vanguard Short-Term Treasury ETF (VGSH) in Q4 2023, closing a stake of 16 shares — an estimated $922 sold.

Buck Wealth Strategies first reported a position in VGSH in Q3 2023 and held it in 1 quarter. The position peaked at $922 in Q3 2023. 854 funds tracked by Wall St. Rank hold VGSH as of Q4 2023.

  • Buck Wealth Strategies reported no remaining Vanguard Short-Term Treasury ETF position as of Q4 2023 after selling out during the quarter.
  • Buck Wealth Strategies sold 16 Vanguard Short-Term Treasury ETF shares in Q4 2023, an estimated $922.
  • Buck Wealth Strategies first reported a position in Vanguard Short-Term Treasury ETF in Q3 2023 and held it in 1 quarter.
  • Buck Wealth Strategies's Vanguard Short-Term Treasury ETF position peaked at $922 in Q3 2023.
  • 854 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q4 2023.

Based on Buck Wealth Strategies's 13F filing for Q4 2023, filed 23 Jan 2024.