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

NWK 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
2022 Q3	–	Sell	-13,555	Closed	-$798K	–	81
2022 Q2	$798K	Buy	13,555 +2,539	+23%	+$150K	0.54%	34
2022 Q1	$653K	Buy	11,016 +2,478	+29%	+$149K	0.35%	35
2021 Q4	$519K	Buy	8,538 +655	+8%	+$40.1K	0.19%	45
2021 Q3	$484K	Hold	7,883	–	–	0.19%	45
2021 Q2	$484K	Hold	7,883	–	–	0.19%	50
2021 Q1	$485K	Buy	7,883 +2,063	+35%	+$127K	0.21%	54
2020 Q4	$359K	Buy	5,820 +5,241	+905%	+$325K	0.15%	52
2020 Q3	$36K	Hold	579	–	–	0.02%	113
2020 Q2	$36K	Buy	579 +279	+93%	+$17.4K	0.02%	110
2020 Q1	$19K	Buy	+300	New	+$18.4K	0.02%	120

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

NWK Group's VGSH Position: Q3 2022 in Review

NWK Group sold out of Vanguard Short-Term Treasury ETF (VGSH) in Q3 2022, closing a stake of 13,555 shares — an estimated $798K sold.

NWK Group first reported a position in VGSH in Q1 2020 and held it in 10 quarters. The position peaked at $798K in Q2 2022. 657 funds tracked by Wall St. Rank hold VGSH as of Q3 2022.

NWK Group reported no remaining Vanguard Short-Term Treasury ETF position as of Q3 2022 after selling out during the quarter.
NWK Group sold 13,555 Vanguard Short-Term Treasury ETF shares in Q3 2022, an estimated $798K.
NWK Group first reported a position in Vanguard Short-Term Treasury ETF in Q1 2020 and held it in 10 quarters.
NWK Group's Vanguard Short-Term Treasury ETF position peaked at $798K in Q2 2022.
657 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q3 2022.

Based on NWK Group's 13F filing for Q3 2022, filed 14 Nov 2022.