Halpern Financial’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History

Halpern Financial’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 Q1	–	Sell	-259	Closed	-$15.1K	–	248
2023 Q4	$15.1K	Buy	+259	New	+$15K	﹤0.01%	163

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

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

OWM

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

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

MERSOM

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

Halpern Financial's VGSH Position: Q1 2024 in Review

Halpern Financial sold out of Vanguard Short-Term Treasury ETF (VGSH) in Q1 2024, closing a stake of 259 shares — an estimated $15.1K sold.

Halpern Financial first reported a position in VGSH in Q4 2023 and held it in 1 quarter. The position peaked at $15.1K in Q4 2023. 839 funds tracked by Wall St. Rank hold VGSH as of Q1 2024.

Halpern Financial reported no remaining Vanguard Short-Term Treasury ETF position as of Q1 2024 after selling out during the quarter.
Halpern Financial sold 259 Vanguard Short-Term Treasury ETF shares in Q1 2024, an estimated $15.1K.
Halpern Financial first reported a position in Vanguard Short-Term Treasury ETF in Q4 2023 and held it in 1 quarter.
Halpern Financial's Vanguard Short-Term Treasury ETF position peaked at $15.1K in Q4 2023.
839 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q1 2024.

Based on Halpern Financial's 13F filing for Q1 2024, filed 9 Apr 2024.