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

Janiczek 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
2023 Q1	–	Sell	-338	Closed	-$19.7K	–	1071
2022 Q4	$19.7K	Hold	338	–	–	0.01%	461
2022 Q3	$19K	Hold	338	–	–	0.01%	463
2022 Q2	$20K	Hold	338	–	–	0.01%	473
2022 Q1	$20K	Hold	338	–	–	0.01%	459
2021 Q4	$21K	Buy	+338	New	+$20.7K	0.01%	474
2019 Q1	–	Sell	-4,530	Closed	-$272K	–	186
2018 Q4	$272K	Buy	+4,530	New	+$271K	0.14%	33

Other funds holding VGSH

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

WIT LLC District Of Columbia, District of Columbia $6.26B AUM 22.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

OWM

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

Wells Fargo San Francisco, California $617B AUM 30.33% 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 $9.05B AUM 13.04% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Janiczek Wealth Management's VGSH Position: Q1 2023 in Review

Janiczek Wealth Management sold out of Vanguard Short-Term Treasury ETF (VGSH) in Q1 2023, closing a stake of 338 shares — an estimated $19.7K sold.

Janiczek Wealth Management first reported a position in VGSH in Q4 2018 and held it in 6 quarters. The position peaked at $272K in Q4 2018. 764 funds tracked by Wall St. Rank hold VGSH as of Q1 2023.

Janiczek Wealth Management reported no remaining Vanguard Short-Term Treasury ETF position as of Q1 2023 after selling out during the quarter.
Janiczek Wealth Management sold 338 Vanguard Short-Term Treasury ETF shares in Q1 2023, an estimated $19.7K.
Janiczek Wealth Management first reported a position in Vanguard Short-Term Treasury ETF in Q4 2018 and held it in 6 quarters.
Janiczek Wealth Management's Vanguard Short-Term Treasury ETF position peaked at $272K in Q4 2018.
764 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q1 2023.

Based on Janiczek Wealth Management's 13F filing for Q1 2023, filed 21 Apr 2023.