First National Bank of South Miami’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History

First National Bank of South Miami’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 Q2	$122K	Sell	2,105 -166	-7%	-$9.66K	0.1%	155
2023 Q1	$133K	Buy	2,271 +81	+4%	+$4.7K	0.11%	151
2022 Q4	$127K	Buy	2,190 +2	+0.1%	+$116	0.1%	154
2022 Q3	$126K	Sell	2,188 -212	-9%	-$12.4K	0.1%	151
2022 Q2	$141K	Buy	2,400 +244	+11%	+$14.4K	0.1%	157
2022 Q1	$128K	Sell	2,156 -24	-1%	-$1.44K	0.08%	167
2021 Q4	$133K	Buy	2,180 +460	+27%	+$28.1K	0.08%	166
2021 Q3	$106K	Buy	1,720 +150	+10%	+$9.22K	0.07%	165
2021 Q2	$96K	Buy	+1,570	New	+$96.6K	0.07%	173

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

WIT LLC District Of Columbia, District of Columbia $5.3B AUM 20.46% 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

SCM

SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

OWM

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

MERSOM

Municipal Employees' Retirement System of Michigan Lansing, Michigan $9.05B AUM 13.04% 1-Year Est. Return

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

First National Bank of South Miami's VGSH Position: Q2 2023 in Review

First National Bank of South Miami reduced its Vanguard Short-Term Treasury ETF (VGSH) stake by 7.3% in Q2 2023, selling an estimated $9.66K and leaving 2,105 shares worth $122K. The position accounts for 0.1% of the portfolio, ranked #155.

First National Bank of South Miami first reported a position in VGSH in Q2 2021 and has held it in 9 quarters since. The position peaked at $141K in Q2 2022. 804 funds tracked by Wall St. Rank hold VGSH as of Q2 2023.

First National Bank of South Miami held 2,105 shares of Vanguard Short-Term Treasury ETF worth $122K as of Q2 2023.
First National Bank of South Miami sold 166 Vanguard Short-Term Treasury ETF shares in Q2 2023, an estimated $9.66K.
Vanguard Short-Term Treasury ETF made up 0.1% of First National Bank of South Miami's portfolio in Q2 2023, its #155 holding.
First National Bank of South Miami first reported a position in Vanguard Short-Term Treasury ETF in Q2 2021 and has held it in 9 quarters since.
First National Bank of South Miami's Vanguard Short-Term Treasury ETF position peaked at $141K in Q2 2022.
804 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q2 2023.

Based on First National Bank of South Miami's 13F filing for Q2 2023, filed 12 Jul 2023.