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

Peterson 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	$363K	Sell	6,143 -710	-10%	-$41.6K	1.4%	16
2024 Q2	$397K	Buy	6,853 +594	+9%	+$34.3K	2.42%	15
2024 Q1	$363K	Buy	6,259 +7	+0.1%	+$407	2.37%	15
2023 Q4	$365K	Buy	6,252 +1,390	+29%	+$80.3K	2.39%	15
2023 Q3	$280K	Sell	4,862 -22	-0.5%	-$1.27K	2.78%	15
2023 Q2	$282K	Buy	4,884 +882	+22%	+$51.4K	2.59%	16
2023 Q1	$234K	Sell	4,002 -1,279	-24%	-$74.3K	2.36%	17
2022 Q4	$305K	Sell	5,281 -255	-5%	-$14.7K	0.4%	63
2022 Q3	$320K	Sell	5,536 -1,894	-25%	-$111K	0.31%	63
2022 Q2	$437K	Sell	7,430 -1,983	-21%	-$117K	0.41%	58
2022 Q1	$558K	Buy	9,413 +1,208	+15%	+$72.6K	0.46%	60
2021 Q4	$499K	Buy	+8,205	New	+$502K	0.41%	62

Other funds holding VGSH

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

OWM

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

PCIG

Partners Capital Investment Group Boston, Massachusetts $2.65B AUM 16.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

SCM

SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return

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

Peterson Financial Group reduced its Vanguard Short-Term Treasury ETF (VGSH) stake by 10% in Q3 2024, selling an estimated $41.6K and leaving 6,143 shares worth $363K. The position accounts for 1.4% of the portfolio, ranked #16.

Peterson Financial Group first reported a position in VGSH in Q4 2021 and has held it in 12 quarters since. The position peaked at $558K in Q1 2022. 843 funds tracked by Wall St. Rank hold VGSH as of Q3 2024.

Peterson Financial Group held 6,143 shares of Vanguard Short-Term Treasury ETF worth $363K as of Q3 2024.
Peterson Financial Group sold 710 Vanguard Short-Term Treasury ETF shares in Q3 2024, an estimated $41.6K.
Vanguard Short-Term Treasury ETF made up 1.4% of Peterson Financial Group's portfolio in Q3 2024, its #16 holding.
Peterson Financial Group first reported a position in Vanguard Short-Term Treasury ETF in Q4 2021 and has held it in 12 quarters since.
Peterson Financial Group's Vanguard Short-Term Treasury ETF position peaked at $558K in Q1 2022.
843 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q3 2024.

Based on Peterson Financial Group's 13F filing for Q3 2024, filed 6 Nov 2024.