Mid Atlantic Financial Management’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History

Mid Atlantic Financial 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
2021 Q3	$1.07M	Sell	17,383 -1,300	-7%	-$79.9K	0.07%	237
2021 Q2	$1.15M	Sell	18,683 -2,249	-11%	-$138K	0.08%	220
2021 Q1	$1.29M	Sell	20,932 -4,104	-16%	-$253K	0.09%	180
2020 Q4	$1.54M	Sell	25,036 -3,495	-12%	-$217K	0.12%	158
2020 Q3	$1.77M	Buy	28,531 +21,056	+282%	+$1.31M	0.15%	130
2020 Q2	$465K	Buy	7,475 +3,515	+89%	+$219K	0.04%	352
2020 Q1	$247K	Buy	+3,960	New	+$243K	0.03%	509

Other funds holding VGSH

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

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

Morgan Stanley New York $1.66T AUM 25.57% 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

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

NextCapital Advisers Chicago, Illinois $5.15B AUM 14.37% 1-Year Est. Return

Mid Atlantic Financial Management's VGSH Position: Q3 2021 in Review

Mid Atlantic Financial Management reduced its Vanguard Short-Term Treasury ETF (VGSH) stake by 7% in Q3 2021, selling an estimated $79.9K and leaving 17,383 shares worth $1.07M. The position accounts for 0.07% of the portfolio, ranked #237.

Mid Atlantic Financial Management first reported a position in VGSH in Q1 2020 and has held it in 7 quarters since. The position peaked at $1.77M in Q3 2020. 518 funds tracked by Wall St. Rank hold VGSH as of Q3 2021.

Mid Atlantic Financial Management held 17,383 shares of Vanguard Short-Term Treasury ETF worth $1.07M as of Q3 2021.
Mid Atlantic Financial Management sold 1,300 Vanguard Short-Term Treasury ETF shares in Q3 2021, an estimated $79.9K.
Vanguard Short-Term Treasury ETF made up 0.07% of Mid Atlantic Financial Management's portfolio in Q3 2021, its #237 holding.
Mid Atlantic Financial Management first reported a position in Vanguard Short-Term Treasury ETF in Q1 2020 and has held it in 7 quarters since.
Mid Atlantic Financial Management's Vanguard Short-Term Treasury ETF position peaked at $1.77M in Q3 2020.
518 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q3 2021.

Based on Mid Atlantic Financial Management's 13F filing for Q3 2021, filed 12 Nov 2021.