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

Hohimer 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 Q3	–	Sell	-5,936	Closed	-$365K	–	204
2021 Q2	$365K	Buy	5,936 +5	+0.1%	+$308	0.07%	153
2021 Q1	$365K	Sell	5,931 -42	-0.7%	-$2.59K	0.09%	144
2020 Q4	$368K	Buy	5,973 +92	+2%	+$5.7K	0.1%	148
2020 Q3	$365K	Buy	+5,881	New	+$365K	0.1%	150

Other funds holding VGSH

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

WIT LLC District Of Columbia, District of Columbia $5.3B AUM 20.46% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 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

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

Hohimer Wealth Management's VGSH Position: Q3 2021 in Review

Hohimer Wealth Management sold out of Vanguard Short-Term Treasury ETF (VGSH) in Q3 2021, closing a stake of 5,936 shares — an estimated $365K sold.

Hohimer Wealth Management first reported a position in VGSH in Q3 2020 and held it in 4 quarters. The position peaked at $368K in Q4 2020. 517 funds tracked by Wall St. Rank hold VGSH as of Q3 2021.

Hohimer Wealth Management reported no remaining Vanguard Short-Term Treasury ETF position as of Q3 2021 after selling out during the quarter.
Hohimer Wealth Management sold 5,936 Vanguard Short-Term Treasury ETF shares in Q3 2021, an estimated $365K.
Hohimer Wealth Management first reported a position in Vanguard Short-Term Treasury ETF in Q3 2020 and held it in 4 quarters.
Hohimer Wealth Management's Vanguard Short-Term Treasury ETF position peaked at $368K in Q4 2020.
517 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q3 2021.

Based on Hohimer Wealth Management's 13F filing for Q3 2021, filed 18 Oct 2021.