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Legacy Wealth Management (Tennessee)’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History

Legacy Wealth Management (Tennessee)’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
Q1 		– Sell
-5,350
Closed -$325K – 19
2021
Q4 		$325K Buy
+5,350
New +$327K 0.04% 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
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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.22B AUM 22.28% 1-Year Est. Return
MERSOM
Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.81B AUM 10.88% 1-Year Est. Return
NA
NextCapital Advisers Chicago, Illinois $5.15B AUM 14.37% 1-Year Est. Return

Legacy Wealth Management (Tennessee)'s VGSH Position: Q1 2022 in Review

Legacy Wealth Management (Tennessee) sold out of Vanguard Short-Term Treasury ETF (VGSH) in Q1 2022, closing a stake of 5,350 shares — an estimated $325K sold.

Legacy Wealth Management (Tennessee) first reported a position in VGSH in Q4 2021 and held it in 1 quarter. The position peaked at $325K in Q4 2021. 578 funds tracked by Wall St. Rank hold VGSH as of Q1 2022.

  • Legacy Wealth Management (Tennessee) reported no remaining Vanguard Short-Term Treasury ETF position as of Q1 2022 after selling out during the quarter.
  • Legacy Wealth Management (Tennessee) sold 5,350 Vanguard Short-Term Treasury ETF shares in Q1 2022, an estimated $325K.
  • Legacy Wealth Management (Tennessee) first reported a position in Vanguard Short-Term Treasury ETF in Q4 2021 and held it in 1 quarter.
  • Legacy Wealth Management (Tennessee)'s Vanguard Short-Term Treasury ETF position peaked at $325K in Q4 2021.
  • 578 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q1 2022.

Based on Legacy Wealth Management (Tennessee)'s 13F filing for Q1 2022, filed 27 Apr 2022.