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Keudell/Morrison Wealth Management’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History

Keudell/Morrison 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
2022
Q4 		– Sell
-7,300
Closed -$422K – 193
2022
Q3 		$422K Buy
+7,300
New +$427K 0.16% 101

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

Keudell/Morrison Wealth Management's VGSH Position: Q4 2022 in Review

Keudell/Morrison Wealth Management sold out of Vanguard Short-Term Treasury ETF (VGSH) in Q4 2022, closing a stake of 7,300 shares — an estimated $422K sold.

Keudell/Morrison Wealth Management first reported a position in VGSH in Q3 2022 and held it in 1 quarter. The position peaked at $422K in Q3 2022. 732 funds tracked by Wall St. Rank hold VGSH as of Q4 2022.

  • Keudell/Morrison Wealth Management reported no remaining Vanguard Short-Term Treasury ETF position as of Q4 2022 after selling out during the quarter.
  • Keudell/Morrison Wealth Management sold 7,300 Vanguard Short-Term Treasury ETF shares in Q4 2022, an estimated $422K.
  • Keudell/Morrison Wealth Management first reported a position in Vanguard Short-Term Treasury ETF in Q3 2022 and held it in 1 quarter.
  • Keudell/Morrison Wealth Management's Vanguard Short-Term Treasury ETF position peaked at $422K in Q3 2022.
  • 732 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q4 2022.

Based on Keudell/Morrison Wealth Management's 13F filing for Q4 2022, filed 20 Jan 2023.