M. Kulyk & Associates’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History

M. Kulyk & Associates’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 Q3	–	Sell	-3,623	Closed	-$209K	–	106
2023 Q2	$209K	Sell	3,623 -513	-12%	-$29.9K	0.06%	107
2023 Q1	$242K	Sell	4,136 -10	-0.2%	-$581	0.07%	96
2022 Q4	$240K	Hold	4,146	–	–	0.08%	92
2022 Q3	$240K	Sell	4,146 -4,111	-50%	-$241K	0.08%	90
2022 Q2	$486K	Sell	8,257 -4,065	-33%	-$240K	0.15%	66
2022 Q1	$730K	Sell	12,322 -229,727	-95%	-$13.8M	0.2%	58
2021 Q4	$14.7M	Sell	242,049 -465	-0.2%	-$28.4K	3.81%	4
2021 Q3	$14.9M	Buy	242,514 +8,619	+4%	+$530K	4.77%	4
2021 Q2	$14.4M	Buy	233,895 +60,589	+35%	+$3.73M	5.19%	3
2021 Q1	$10.7M	Buy	173,306 +166,869	+2,592%	+$10.3M	3.98%	4
2020 Q4	$397K	Buy	+6,437	New	+$399K	0.22%	44

Other funds holding VGSH

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

WIT LLC District Of Columbia, District of Columbia $5.3B AUM 20.46% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

OWM

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 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 Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

M. Kulyk & Associates's VGSH Position: Q3 2023 in Review

M. Kulyk & Associates sold out of Vanguard Short-Term Treasury ETF (VGSH) in Q3 2023, closing a stake of 3,623 shares — an estimated $209K sold.

M. Kulyk & Associates first reported a position in VGSH in Q4 2020 and held it in 11 quarters. The position peaked at $14.9M in Q3 2021. 808 funds tracked by Wall St. Rank hold VGSH as of Q3 2023.

M. Kulyk & Associates reported no remaining Vanguard Short-Term Treasury ETF position as of Q3 2023 after selling out during the quarter.
M. Kulyk & Associates sold 3,623 Vanguard Short-Term Treasury ETF shares in Q3 2023, an estimated $209K.
M. Kulyk & Associates first reported a position in Vanguard Short-Term Treasury ETF in Q4 2020 and held it in 11 quarters.
M. Kulyk & Associates's Vanguard Short-Term Treasury ETF position peaked at $14.9M in Q3 2021.
808 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q3 2023.

Based on M. Kulyk & Associates's 13F filing for Q3 2023, filed 7 Nov 2023.