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Monarch Capital Management’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History

Monarch Capital 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
Q4 		– Sell
-6,100
Closed -$375K – 125
2021
Q3 		$375K Buy
+6,100
New +$375K 0.1% 96

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WL
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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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

Monarch Capital Management's VGSH Position: Q4 2021 in Review

Monarch Capital Management sold out of Vanguard Short-Term Treasury ETF (VGSH) in Q4 2021, closing a stake of 6,100 shares — an estimated $375K sold.

Monarch Capital Management first reported a position in VGSH in Q3 2021 and held it in 1 quarter. The position peaked at $375K in Q3 2021. 556 funds tracked by Wall St. Rank hold VGSH as of Q4 2021.

  • Monarch Capital Management reported no remaining Vanguard Short-Term Treasury ETF position as of Q4 2021 after selling out during the quarter.
  • Monarch Capital Management sold 6,100 Vanguard Short-Term Treasury ETF shares in Q4 2021, an estimated $375K.
  • Monarch Capital Management first reported a position in Vanguard Short-Term Treasury ETF in Q3 2021 and held it in 1 quarter.
  • Monarch Capital Management's Vanguard Short-Term Treasury ETF position peaked at $375K in Q3 2021.
  • 556 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q4 2021.

Based on Monarch Capital Management's 13F filing for Q4 2021, filed 19 Jan 2022.