Marks Wealth’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History

Marks Wealth’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 Q3	–	Sell	-3,572	Closed	-$210K	–	17
2022 Q2	$210K	Sell	3,572 -108	-3%	-$6.37K	0.25%	16
2022 Q1	$218K	Sell	3,680 -1,584	-30%	-$95.2K	0.07%	31
2021 Q4	$320K	Buy	5,264 +251	+5%	+$15.3K	0.1%	27
2021 Q3	$308K	Sell	5,013 -2,959	-37%	-$182K	0.1%	28
2021 Q2	$490K	Buy	7,972 +2,551	+47%	+$157K	0.17%	25
2021 Q1	$333K	Buy	+5,421	New	+$334K	0.11%	31

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

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Marks Wealth's VGSH Position: Q3 2022 in Review

Marks Wealth sold out of Vanguard Short-Term Treasury ETF (VGSH) in Q3 2022, closing a stake of 3,572 shares — an estimated $210K sold.

Marks Wealth first reported a position in VGSH in Q1 2021 and held it in 6 quarters. The position peaked at $490K in Q2 2021. 657 funds tracked by Wall St. Rank hold VGSH as of Q3 2022.

Marks Wealth reported no remaining Vanguard Short-Term Treasury ETF position as of Q3 2022 after selling out during the quarter.
Marks Wealth sold 3,572 Vanguard Short-Term Treasury ETF shares in Q3 2022, an estimated $210K.
Marks Wealth first reported a position in Vanguard Short-Term Treasury ETF in Q1 2021 and held it in 6 quarters.
Marks Wealth's Vanguard Short-Term Treasury ETF position peaked at $490K in Q2 2021.
657 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q3 2022.

Based on Marks Wealth's 13F filing for Q3 2022, filed 18 Oct 2022.