Coombe, Bender & Co’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History

Coombe, Bender & 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
2024 Q2	$6.24M	Buy	107,586 +7,713	+8%	+$446K	3.67%	8
2024 Q1	$5.8M	Buy	99,873 +2,575	+3%	+$150K	3.52%	8
2023 Q4	$5.68M	Buy	97,298 +36,655	+60%	+$2.12M	3.55%	7
2023 Q3	$3.49M	Buy	60,643 +3,486	+6%	+$201K	2.63%	12
2023 Q2	$3.3M	Buy	57,157 +5,430	+10%	+$316K	2.4%	12
2023 Q1	$3.03M	Buy	51,727 +30,438	+143%	+$1.77M	2.37%	14
2022 Q4	$1.23M	Sell	21,289 -34	-0.2%	-$1.96K	1.12%	30
2022 Q3	$1.23M	Buy	21,323 +122	+0.6%	+$7.14K	1.09%	33
2022 Q2	$1.25M	Buy	+21,201	New	+$1.25M	1.06%	35

Other funds holding VGSH

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

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Orgel Wealth Management Altoona, Wisconsin $4.64B AUM 11.59% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Bank of America

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

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Partners Capital Investment Group Boston, Massachusetts $2.65B AUM 16.42% 1-Year Est. Return

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