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

Monument 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
2024 Q1	–	Sell	-38,611	Closed	-$2.25M	–	198
2023 Q4	$2.25M	Sell	38,611 -154,996	-80%	-$8.96M	0.72%	48
2023 Q3	$11.2M	Buy	193,607 +131,359	+211%	+$7.57M	3.74%	4
2023 Q2	$3.59M	Buy	62,248 +51,662	+488%	+$3.01M	1.15%	21
2023 Q1	$620K	Buy	+10,586	New	+$615K	0.21%	88
2021 Q1	–	Sell	-41,026	Closed	-$2.53M	–	113
2020 Q4	$2.53M	Buy	41,026 +3,888	+10%	+$241K	1.17%	37
2020 Q3	$2.31M	Buy	37,138 +6,588	+22%	+$409K	1.22%	36
2020 Q2	$1.9M	Buy	30,550 +4,145	+16%	+$258K	1.12%	47
2020 Q1	$1.65M	Buy	26,405 +3,086	+13%	+$189K	1.18%	45
2019 Q4	$1.42M	Buy	23,319 +2,540	+12%	+$155K	0.72%	61
2019 Q3	$1.27M	Buy	20,779 +432	+2%	+$26.3K	0.69%	63
2019 Q2	$1.24M	Buy	20,347 +6,899	+51%	+$417K	0.67%	64
2019 Q1	$813K	Buy	13,448 +3,169	+31%	+$191K	0.46%	67
2018 Q4	$618K	Buy	10,279 +4,601	+81%	+$275K	0.39%	68
2018 Q3	$339K	Buy	+5,678	New	+$340K	0.19%	77

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

OWM

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

Monument Capital Management's VGSH Position: Q1 2024 in Review

Monument Capital Management sold out of Vanguard Short-Term Treasury ETF (VGSH) in Q1 2024, closing a stake of 38,611 shares — an estimated $2.25M sold.

Monument Capital Management first reported a position in VGSH in Q3 2018 and held it in 14 quarters. The position peaked at $11.2M in Q3 2023. 840 funds tracked by Wall St. Rank hold VGSH as of Q1 2024.

Monument Capital Management reported no remaining Vanguard Short-Term Treasury ETF position as of Q1 2024 after selling out during the quarter.
Monument Capital Management sold 38,611 Vanguard Short-Term Treasury ETF shares in Q1 2024, an estimated $2.25M.
Monument Capital Management first reported a position in Vanguard Short-Term Treasury ETF in Q3 2018 and held it in 14 quarters.
Monument Capital Management's Vanguard Short-Term Treasury ETF position peaked at $11.2M in Q3 2023.
840 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q1 2024.

Based on Monument Capital Management's 13F filing for Q1 2024, filed 19 Apr 2024.