Monumental Financial Group’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History

Monumental Financial Group’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 Q3	$217K	Sell	3,674 -9,054	-71%	-$530K	0.08%	42
2024 Q2	$738K	Sell	12,728 -151,323	-92%	-$8.74M	0.32%	36
2024 Q1	$9.53M	Buy	164,051 +13,117	+9%	+$763K	5.07%	8
2023 Q4	$8.8M	Sell	150,934 -53,452	-26%	-$3.09M	5.25%	8
2023 Q3	$11.8M	Buy	204,386 +13,856	+7%	+$799K	7.84%	5
2023 Q2	$11M	Buy	190,530 +1,168	+0.6%	+$68K	7.4%	5
2023 Q1	$11.1M	Buy	189,362 +5,894	+3%	+$342K	7.93%	2
2022 Q4	$10.6M	Buy	183,468 +9,280	+5%	+$536K	8.56%	2
2022 Q3	$10.1M	Buy	174,188 +1,570	+0.9%	+$91.9K	9.53%	2
2022 Q2	$10.2M	Buy	172,618 +3,629	+2%	+$214K	9.34%	2
2022 Q1	$10M	Buy	168,989 +160,456	+1,880%	+$9.64M	8.28%	4
2021 Q4	$519K	Sell	8,533 -664	-7%	-$40.6K	0.37%	18
2021 Q3	$565K	Buy	9,197 +2,253	+32%	+$138K	0.45%	16
2021 Q2	$427K	Sell	6,944 -732	-10%	-$45K	0.37%	18
2021 Q1	$472K	Buy	+7,676	New	+$473K	0.45%	42

Other funds holding VGSH

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

OWM

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

PCIG

Partners Capital Investment Group Boston, Massachusetts $2.83B AUM 20.31% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

SCM

SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return

Monumental Financial Group's VGSH Position: Q3 2024 in Review

Monumental Financial Group reduced its Vanguard Short-Term Treasury ETF (VGSH) stake by 71% in Q3 2024, selling an estimated $530K and leaving 3,674 shares worth $217K. The position accounts for 0.08% of the portfolio, ranked #42.

Monumental Financial Group first reported a position in VGSH in Q1 2021 and has held it in 15 quarters since. The position peaked at $11.8M in Q3 2023. 844 funds tracked by Wall St. Rank hold VGSH as of Q3 2024.

Monumental Financial Group held 3,674 shares of Vanguard Short-Term Treasury ETF worth $217K as of Q3 2024.
Monumental Financial Group sold 9,054 Vanguard Short-Term Treasury ETF shares in Q3 2024, an estimated $530K.
Vanguard Short-Term Treasury ETF made up 0.08% of Monumental Financial Group's portfolio in Q3 2024, its #42 holding.
Monumental Financial Group first reported a position in Vanguard Short-Term Treasury ETF in Q1 2021 and has held it in 15 quarters since.
Monumental Financial Group's Vanguard Short-Term Treasury ETF position peaked at $11.8M in Q3 2023.
844 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q3 2024.

Based on Monumental Financial Group's 13F filing for Q3 2024, filed 21 Oct 2024.