Diversified Portfolios Inc’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History

Diversified Portfolios Inc’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 Q1	–	Sell	-4,531	Closed	-$264K	–	130
2023 Q4	$264K	Sell	4,531 -1,200	-21%	-$69.4K	0.04%	115
2023 Q3	$330K	Sell	5,731 -23,122	-80%	-$1.33M	0.06%	100
2023 Q2	$1.67M	Buy	28,853 +5,660	+24%	+$330K	0.33%	47
2023 Q1	$1.36M	Hold	23,193	–	–	0.3%	50
2022 Q4	$1.34M	Buy	+23,193	New	+$1.34M	0.31%	44
2022 Q3	–	Sell	-15,327	Closed	-$902K	–	138
2022 Q2	$902K	Hold	15,327	–	–	0.25%	53
2022 Q1	$908K	Sell	15,327 -145	-0.9%	-$8.71K	0.22%	61
2021 Q4	$941K	Buy	+15,472	New	+$946K	0.23%	57

Other funds holding VGSH

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

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

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

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

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

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

Diversified Portfolios Inc's VGSH Position: Q1 2024 in Review

Diversified Portfolios Inc sold out of Vanguard Short-Term Treasury ETF (VGSH) in Q1 2024, closing a stake of 4,531 shares — an estimated $264K sold.

Diversified Portfolios Inc first reported a position in VGSH in Q4 2021 and held it in 8 quarters. The position peaked at $1.67M in Q2 2023. 839 funds tracked by Wall St. Rank hold VGSH as of Q1 2024.

Diversified Portfolios Inc reported no remaining Vanguard Short-Term Treasury ETF position as of Q1 2024 after selling out during the quarter.
Diversified Portfolios Inc sold 4,531 Vanguard Short-Term Treasury ETF shares in Q1 2024, an estimated $264K.
Diversified Portfolios Inc first reported a position in Vanguard Short-Term Treasury ETF in Q4 2021 and held it in 8 quarters.
Diversified Portfolios Inc's Vanguard Short-Term Treasury ETF position peaked at $1.67M in Q2 2023.
839 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q1 2024.

Based on Diversified Portfolios Inc's 13F filing for Q1 2024, filed 7 May 2024.