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Okabena Investment Services’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History

Okabena Investment Services’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
Q4 		– Sell
-166
Closed -$10K – 250
2022
Q3 		$10K Hold
166
– – ﹤0.01% 151
2022
Q2 		$10K Buy
+166
New +$9.79K 0.01% 153

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WL
WIT LLC District Of Columbia, District of Columbia $5.3B AUM 20.46% 1-Year Est. Return
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Okabena Investment Services's VGSH Position: Q4 2022 in Review

Okabena Investment Services sold out of Vanguard Short-Term Treasury ETF (VGSH) in Q4 2022, closing a stake of 166 shares — an estimated $10K sold.

Okabena Investment Services first reported a position in VGSH in Q2 2022 and held it in 2 quarters. The position peaked at $10K in Q3 2022. 732 funds tracked by Wall St. Rank hold VGSH as of Q4 2022.

  • Okabena Investment Services reported no remaining Vanguard Short-Term Treasury ETF position as of Q4 2022 after selling out during the quarter.
  • Okabena Investment Services sold 166 Vanguard Short-Term Treasury ETF shares in Q4 2022, an estimated $10K.
  • Okabena Investment Services first reported a position in Vanguard Short-Term Treasury ETF in Q2 2022 and held it in 2 quarters.
  • Okabena Investment Services's Vanguard Short-Term Treasury ETF position peaked at $10K in Q3 2022.
  • 732 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q4 2022.

Based on Okabena Investment Services's 13F filing for Q4 2022, filed 8 Feb 2023.