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

FSB Premier 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
2021
Q4 		– Sell
-12,200
Closed -$749K – 534
2021
Q3 		$749K Buy
+12,200
New +$750K 0.38% 46

Other funds holding VGSH

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
WL
WIT LLC District Of Columbia, District of Columbia $5.3B AUM 20.46% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
MERSOM
Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.81B AUM 10.88% 1-Year Est. Return
NA
NextCapital Advisers Chicago, Illinois $5.15B AUM 14.37% 1-Year Est. Return

FSB Premier Wealth Management's VGSH Position: Q4 2021 in Review

FSB Premier Wealth Management sold out of Vanguard Short-Term Treasury ETF (VGSH) in Q4 2021, closing a stake of 12,200 shares — an estimated $749K sold.

FSB Premier Wealth Management first reported a position in VGSH in Q3 2021 and held it in 1 quarter. The position peaked at $749K in Q3 2021. 556 funds tracked by Wall St. Rank hold VGSH as of Q4 2021.

  • FSB Premier Wealth Management reported no remaining Vanguard Short-Term Treasury ETF position as of Q4 2021 after selling out during the quarter.
  • FSB Premier Wealth Management sold 12,200 Vanguard Short-Term Treasury ETF shares in Q4 2021, an estimated $749K.
  • FSB Premier Wealth Management first reported a position in Vanguard Short-Term Treasury ETF in Q3 2021 and held it in 1 quarter.
  • FSB Premier Wealth Management's Vanguard Short-Term Treasury ETF position peaked at $749K in Q3 2021.
  • 556 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q4 2021.

Based on FSB Premier Wealth Management's 13F filing for Q4 2021, filed 3 Feb 2022.