Gofen & Glossberg’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History

Gofen & Glossberg’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 Q4	$257K	Buy	4,437 +800	+22%	+$46.2K	0.01%	458
2022 Q3	$210K	Sell	3,637 -90	-2%	-$5.27K	0.01%	491
2022 Q2	$219K	Sell	3,727 -1,000	-21%	-$59K	0.01%	485
2022 Q1	$280K	Sell	4,727 -200	-4%	-$12K	0.01%	453
2021 Q4	$300K	Sell	4,927 -650	-12%	-$39.7K	0.01%	453
2021 Q3	$343K	Hold	5,577	–	–	0.01%	407
2021 Q2	$343K	Sell	5,577 -450	-7%	-$27.7K	0.01%	406
2021 Q1	$371K	Buy	6,027 +650	+12%	+$40K	0.01%	377
2020 Q4	$331K	Hold	5,377	–	–	0.01%	375
2020 Q3	$334K	Hold	5,377	–	–	0.01%	346
2020 Q2	$335K	Hold	5,377	–	–	0.01%	336
2020 Q1	$335K	Sell	5,377 -1,155	-18%	-$70.9K	0.01%	308
2019 Q4	$397K	Hold	6,532	–	–	0.01%	328
2019 Q3	$398K	Hold	6,532	–	–	0.01%	315
2019 Q2	$398K	Sell	6,532 -5,325	-45%	-$322K	0.01%	315
2019 Q1	$717K	Sell	11,857 -350	-3%	-$21.1K	0.03%	231
2018 Q4	$734K	Buy	12,207 +787	+7%	+$47K	0.03%	224
2018 Q3	$682K	Buy	+11,420	New	+$683K	0.02%	244

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

WIT LLC District Of Columbia, District of Columbia $5.3B AUM 20.46% 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

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

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Gofen & Glossberg's VGSH Position: Q4 2022 in Review

Gofen & Glossberg increased its Vanguard Short-Term Treasury ETF (VGSH) stake by 22% in Q4 2022, buying an estimated $46.2K and bringing the position to 4,437 shares worth $257K. The position accounts for 0.01% of the portfolio, ranked #458.

Gofen & Glossberg first reported a position in VGSH in Q3 2018 and has held it in 18 quarters since. The position peaked at $734K in Q4 2018. 733 funds tracked by Wall St. Rank hold VGSH as of Q4 2022.

Gofen & Glossberg held 4,437 shares of Vanguard Short-Term Treasury ETF worth $257K as of Q4 2022.
Gofen & Glossberg bought 800 Vanguard Short-Term Treasury ETF shares in Q4 2022, an estimated $46.2K.
Vanguard Short-Term Treasury ETF made up 0.01% of Gofen & Glossberg's portfolio in Q4 2022, its #458 holding.
Gofen & Glossberg first reported a position in Vanguard Short-Term Treasury ETF in Q3 2018 and has held it in 18 quarters since.
Gofen & Glossberg's Vanguard Short-Term Treasury ETF position peaked at $734K in Q4 2018.
733 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q4 2022.

Based on Gofen & Glossberg's 13F filing for Q4 2022, filed 13 Jan 2023.