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

Foresight 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
2022
Q3 		– Sell
-14,094
Closed -$830K – 123
2022
Q2 		$830K Sell
14,094
-22,139
-61% -$1.31M 0.17% 51
2022
Q1 		$2.15M Sell
36,233
-16,581
-31% -$996K 0.4% 25
2021
Q4 		$3.21M Sell
52,814
-30,151
-36% -$1.84M 0.04% 20
2021
Q3 		$5.09M Sell
82,965
-53,524
-39% -$3.29M 1.02% 15
2021
Q2 		$8.38M Sell
136,489
-28,415
-17% -$1.75M 1.86% 11
2021
Q1 		$10.1M Sell
164,904
-43,980
-21% -$2.71M 2.57% 8
2020
Q4 		$12.9M Buy
208,884
+3,964
+2% +$246K 3.41% 4
2020
Q3 		$12.7M Buy
+204,920
New +$12.7M 4.26% 4

Other funds holding VGSH

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return