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Kelly Financial Services’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History

Kelly Financial Services’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
Q4 		– Sell
-43
Closed -$2.5K – 805
2023
Q3 		$2.5K Hold
43
– – ﹤0.01% 531
2023
Q2 		$2.48K Buy
+43
New +$2.5K ﹤0.01% 534

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
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PCIG
Partners Capital Investment Group Boston, Massachusetts $2.65B AUM 16.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

Kelly Financial Services's VGSH Position: Q4 2023 in Review

Kelly Financial Services sold out of Vanguard Short-Term Treasury ETF (VGSH) in Q4 2023, closing a stake of 43 shares — an estimated $2.5K sold.

Kelly Financial Services first reported a position in VGSH in Q2 2023 and held it in 2 quarters. The position peaked at $2.5K in Q3 2023. 854 funds tracked by Wall St. Rank hold VGSH as of Q4 2023.

  • Kelly Financial Services reported no remaining Vanguard Short-Term Treasury ETF position as of Q4 2023 after selling out during the quarter.
  • Kelly Financial Services sold 43 Vanguard Short-Term Treasury ETF shares in Q4 2023, an estimated $2.5K.
  • Kelly Financial Services first reported a position in Vanguard Short-Term Treasury ETF in Q2 2023 and held it in 2 quarters.
  • Kelly Financial Services's Vanguard Short-Term Treasury ETF position peaked at $2.5K in Q3 2023.
  • 854 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q4 2023.

Based on Kelly Financial Services's 13F filing for Q4 2023, filed 17 Jul 2024.