Fulcrum Equity Management’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History

Fulcrum Equity 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 Q1	–	Sell	-14,609	Closed	-$889K	–	192
2021 Q4	$889K	Sell	14,609 -11,225	-43%	-$686K	0.33%	68
2021 Q3	$1.59M	Buy	25,834 +17,633	+215%	+$1.08M	0.62%	46
2021 Q2	$504K	Sell	8,201 -8,282	-50%	-$509K	0.19%	103
2021 Q1	$1.01M	Buy	+16,483	New	+$1.01M	0.4%	73

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.22B AUM 22.28% 1-Year Est. Return

MERSOM

Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.81B AUM 10.88% 1-Year Est. Return

NextCapital Advisers Chicago, Illinois $5.15B AUM 14.37% 1-Year Est. Return

Fulcrum Equity Management's VGSH Position: Q1 2022 in Review

Fulcrum Equity Management sold out of Vanguard Short-Term Treasury ETF (VGSH) in Q1 2022, closing a stake of 14,609 shares — an estimated $889K sold.

Fulcrum Equity Management first reported a position in VGSH in Q1 2021 and held it in 4 quarters. The position peaked at $1.59M in Q3 2021. 578 funds tracked by Wall St. Rank hold VGSH as of Q1 2022.

Fulcrum Equity Management reported no remaining Vanguard Short-Term Treasury ETF position as of Q1 2022 after selling out during the quarter.
Fulcrum Equity Management sold 14,609 Vanguard Short-Term Treasury ETF shares in Q1 2022, an estimated $889K.
Fulcrum Equity Management first reported a position in Vanguard Short-Term Treasury ETF in Q1 2021 and held it in 4 quarters.
Fulcrum Equity Management's Vanguard Short-Term Treasury ETF position peaked at $1.59M in Q3 2021.
578 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q1 2022.

Based on Fulcrum Equity Management's 13F filing for Q1 2022, filed 15 Apr 2022.