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Foguth Wealth Management’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History

Foguth Wealth 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
Q2 		– Sell
-55,332
Closed -$3.21M – 159
2024
Q1 		$3.21M Buy
+55,332
New +$3.22M 1.72% 21

Other funds holding VGSH

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
PCIG
Partners Capital Investment Group Boston, Massachusetts $2.83B AUM 20.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Foguth Wealth Management's VGSH Position: Q2 2024 in Review

Foguth Wealth Management sold out of Vanguard Short-Term Treasury ETF (VGSH) in Q2 2024, closing a stake of 55,332 shares — an estimated $3.21M sold.

Foguth Wealth Management first reported a position in VGSH in Q1 2024 and held it in 1 quarter. The position peaked at $3.21M in Q1 2024. 846 funds tracked by Wall St. Rank hold VGSH as of Q2 2024.

  • Foguth Wealth Management reported no remaining Vanguard Short-Term Treasury ETF position as of Q2 2024 after selling out during the quarter.
  • Foguth Wealth Management sold 55,332 Vanguard Short-Term Treasury ETF shares in Q2 2024, an estimated $3.21M.
  • Foguth Wealth Management first reported a position in Vanguard Short-Term Treasury ETF in Q1 2024 and held it in 1 quarter.
  • Foguth Wealth Management's Vanguard Short-Term Treasury ETF position peaked at $3.21M in Q1 2024.
  • 846 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q2 2024.

Based on Foguth Wealth Management's 13F filing for Q2 2024, filed 16 Jul 2024.