Flagstone Financial Management’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History

Flagstone Financial Management’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	-4,104	Closed	-$239K	–	46
2023 Q4	$239K	Hold	4,104	–	–	0.1%	41
2023 Q3	$236K	Buy	4,104 +400	+11%	+$23.1K	0.11%	36
2023 Q2	$214K	Hold	3,704	–	–	0.1%	39
2023 Q1	$217K	Hold	3,704	–	–	0.11%	39
2022 Q4	$214K	Buy	+3,704	New	+$214K	0.13%	41

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

Flagstone Financial Management's VGSH Position: Q1 2024 in Review

Flagstone Financial Management sold out of Vanguard Short-Term Treasury ETF (VGSH) in Q1 2024, closing a stake of 4,104 shares — an estimated $239K sold.

Flagstone Financial Management first reported a position in VGSH in Q4 2022 and held it in 5 quarters. The position peaked at $239K in Q4 2023. 839 funds tracked by Wall St. Rank hold VGSH as of Q1 2024.

Flagstone Financial Management reported no remaining Vanguard Short-Term Treasury ETF position as of Q1 2024 after selling out during the quarter.
Flagstone Financial Management sold 4,104 Vanguard Short-Term Treasury ETF shares in Q1 2024, an estimated $239K.
Flagstone Financial Management first reported a position in Vanguard Short-Term Treasury ETF in Q4 2022 and held it in 5 quarters.
Flagstone Financial Management's Vanguard Short-Term Treasury ETF position peaked at $239K in Q4 2023.
839 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q1 2024.

Based on Flagstone Financial Management's 13F filing for Q1 2024, filed 1 May 2024.