IAMOG
VGSH icon

Investors Asset Management of Georgia’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History

Investors Asset Management of Georgia’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 		– Sell
-400
Closed -$23K – 503
2022
Q3 		$23K Buy
+400
New +$23.4K 0.01% 390

Other funds holding VGSH

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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 $3.37T AUM 44.26% 1-Year Est. Return
Wells Fargo
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
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Investors Asset Management of Georgia's VGSH Position: Q4 2022 in Review

Investors Asset Management of Georgia sold out of Vanguard Short-Term Treasury ETF (VGSH) in Q4 2022, closing a stake of 400 shares — an estimated $23K sold.

Investors Asset Management of Georgia first reported a position in VGSH in Q3 2022 and held it in 1 quarter. The position peaked at $23K in Q3 2022. 734 funds tracked by Wall St. Rank hold VGSH as of Q4 2022.

  • Investors Asset Management of Georgia reported no remaining Vanguard Short-Term Treasury ETF position as of Q4 2022 after selling out during the quarter.
  • Investors Asset Management of Georgia sold 400 Vanguard Short-Term Treasury ETF shares in Q4 2022, an estimated $23K.
  • Investors Asset Management of Georgia first reported a position in Vanguard Short-Term Treasury ETF in Q3 2022 and held it in 1 quarter.
  • Investors Asset Management of Georgia's Vanguard Short-Term Treasury ETF position peaked at $23K in Q3 2022.
  • 734 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q4 2022.

Based on Investors Asset Management of Georgia's 13F filing for Q4 2022, filed 2 Feb 2023.