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JRM Investment Counsel’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History

JRM Investment Counsel’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
-15,409
Closed -$891K – 22
2022
Q3 		$891K Buy
15,409
+3,249
+27% +$190K 0.38% 22
2022
Q2 		$716K Buy
+12,160
New +$717K 0.31% 17

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
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

JRM Investment Counsel's VGSH Position: Q4 2022 in Review

JRM Investment Counsel sold out of Vanguard Short-Term Treasury ETF (VGSH) in Q4 2022, closing a stake of 15,409 shares — an estimated $891K sold.

JRM Investment Counsel first reported a position in VGSH in Q2 2022 and held it in 2 quarters. The position peaked at $891K in Q3 2022. 732 funds tracked by Wall St. Rank hold VGSH as of Q4 2022.

  • JRM Investment Counsel reported no remaining Vanguard Short-Term Treasury ETF position as of Q4 2022 after selling out during the quarter.
  • JRM Investment Counsel sold 15,409 Vanguard Short-Term Treasury ETF shares in Q4 2022, an estimated $891K.
  • JRM Investment Counsel first reported a position in Vanguard Short-Term Treasury ETF in Q2 2022 and held it in 2 quarters.
  • JRM Investment Counsel's Vanguard Short-Term Treasury ETF position peaked at $891K in Q3 2022.
  • 732 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q4 2022.

Based on JRM Investment Counsel's 13F filing for Q4 2022, filed 9 Feb 2023.