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Householder Group Estate & Retirement Specialist’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History

Householder Group Estate & Retirement Specialist’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
2023
Q1 		$10K Buy
+164
New +$9.52K ﹤0.01% 817
2022
Q4 		– Sell
-164
Closed -$9K – 1113
2022
Q3 		$9K Buy
+164
New +$9.6K ﹤0.01% 765

Other funds holding VGSH

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
MERSOM
Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.81B AUM 10.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's VGSH Position: Q1 2023 in Review

Householder Group Estate & Retirement Specialist opened a new position in Vanguard Short-Term Treasury ETF (VGSH) in Q1 2023: 164 shares worth $10K. The stake represents ﹤0.01% of the portfolio and ranks #817 among its holdings. This is a return to the name: Householder Group Estate & Retirement Specialist previously reported a position in VGSH as recently as Q3 2022.

Householder Group Estate & Retirement Specialist first reported a position in VGSH in Q3 2022 and has held it in 2 quarters since. 764 funds tracked by Wall St. Rank hold VGSH as of Q1 2023.

  • Householder Group Estate & Retirement Specialist held 164 shares of Vanguard Short-Term Treasury ETF worth $10K as of Q1 2023.
  • Vanguard Short-Term Treasury ETF was a new Householder Group Estate & Retirement Specialist position in Q1 2023.
  • Vanguard Short-Term Treasury ETF made up ﹤0.01% of Householder Group Estate & Retirement Specialist's portfolio in Q1 2023, its #817 holding.
  • Householder Group Estate & Retirement Specialist first reported a position in Vanguard Short-Term Treasury ETF in Q3 2022 and has held it in 2 quarters since.
  • 764 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q1 2023.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q1 2023, filed 13 Apr 2023.