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Burleson & Co’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History

Burleson & Co’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
Q1 		– Sell
-57
Closed -$3K – 461
2021
Q4 		$3K Buy
+57
New +$3.49K ﹤0.01% 308

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.22B AUM 22.28% 1-Year Est. Return
MERSOM
Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.81B AUM 10.88% 1-Year Est. Return
NA
NextCapital Advisers Chicago, Illinois $5.15B AUM 14.37% 1-Year Est. Return

Burleson & Co's VGSH Position: Q1 2022 in Review

Burleson & Co sold out of Vanguard Short-Term Treasury ETF (VGSH) in Q1 2022, closing a stake of 57 shares — an estimated $3K sold.

Burleson & Co first reported a position in VGSH in Q4 2021 and held it in 1 quarter. The position peaked at $3K in Q4 2021. 578 funds tracked by Wall St. Rank hold VGSH as of Q1 2022.

  • Burleson & Co reported no remaining Vanguard Short-Term Treasury ETF position as of Q1 2022 after selling out during the quarter.
  • Burleson & Co sold 57 Vanguard Short-Term Treasury ETF shares in Q1 2022, an estimated $3K.
  • Burleson & Co first reported a position in Vanguard Short-Term Treasury ETF in Q4 2021 and held it in 1 quarter.
  • Burleson & Co's Vanguard Short-Term Treasury ETF position peaked at $3K in Q4 2021.
  • 578 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q1 2022.

Based on Burleson & Co's 13F filing for Q1 2022, filed 25 Apr 2022.