Sargent Bickham Lagudis’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History

Sargent Bickham Lagudis’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	$38.3K	Hold	662	–	–	﹤0.01%	488
2022 Q3	$38K	Hold	662	–	–	﹤0.01%	463
2022 Q2	$39K	Hold	662	–	–	﹤0.01%	477
2022 Q1	$39K	Hold	662	–	–	﹤0.01%	502
2021 Q4	$40K	Hold	662	–	–	﹤0.01%	496
2021 Q3	$41K	Sell	662 -803	-55%	-$49.4K	﹤0.01%	483
2021 Q2	$90K	Hold	1,465	–	–	0.01%	357
2021 Q1	$90K	Hold	1,465	–	–	0.01%	350
2020 Q4	$90K	Hold	1,465	–	–	0.01%	346
2020 Q3	$91K	Hold	1,465	–	–	0.01%	308
2020 Q2	$91K	Buy	1,465 +803	+121%	+$50K	0.01%	290
2020 Q1	$41K	Hold	662	–	–	0.01%	367
2019 Q4	$40K	Hold	662	–	–	﹤0.01%	419
2019 Q3	$40K	Hold	662	–	–	﹤0.01%	376
2019 Q2	$40K	Hold	662	–	–	﹤0.01%	399
2019 Q1	$40K	Hold	662	–	–	﹤0.01%	422
2018 Q4	$40K	Hold	662	–	–	0.01%	394
2018 Q3	$40K	Hold	662	–	–	﹤0.01%	402
2018 Q2	$40K	Hold	662	–	–	0.01%	393
2018 Q1	$40K	Hold	662	–	–	0.01%	394
2017 Q4	$40K	Hold	662	–	–	﹤0.01%	405
2017 Q3	$40K	Hold	662	–	–	0.01%	404
2017 Q2	$40K	Hold	662	–	–	0.01%	396
2017 Q1	$40K	Hold	662	–	–	0.01%	394
2016 Q4	$40K	Hold	662	–	–	0.01%	374
2016 Q3	$41K	Sell	662 -980	-60%	-$60K	0.01%	385
2016 Q2	$101K	Hold	1,642	–	–	0.02%	271
2016 Q1	$100K	Buy	+1,642	New	+$100K	0.02%	281

Other funds holding VGSH

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

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

WIT LLC District Of Columbia, District of Columbia $6.26B AUM 22.48% 1-Year Est. Return

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

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

Wells Fargo San Francisco, California $617B AUM 30.33% 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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

Sargent Bickham Lagudis's VGSH Position: Q4 2022 in Review

Sargent Bickham Lagudis held its Vanguard Short-Term Treasury ETF (VGSH) position steady in Q4 2022 at 662 shares worth $38.3K. The position accounts for ﹤0.01% of the portfolio, ranked #488.

Sargent Bickham Lagudis first reported a position in VGSH in Q1 2016 and has held it in 28 quarters since. The position peaked at $101K in Q2 2016. 733 funds tracked by Wall St. Rank hold VGSH as of Q4 2022.

Sargent Bickham Lagudis held 662 shares of Vanguard Short-Term Treasury ETF worth $38.3K as of Q4 2022.
Sargent Bickham Lagudis left its Vanguard Short-Term Treasury ETF share count unchanged in Q4 2022.
Vanguard Short-Term Treasury ETF made up ﹤0.01% of Sargent Bickham Lagudis's portfolio in Q4 2022, its #488 holding.
Sargent Bickham Lagudis first reported a position in Vanguard Short-Term Treasury ETF in Q1 2016 and has held it in 28 quarters since.
Sargent Bickham Lagudis's Vanguard Short-Term Treasury ETF position peaked at $101K in Q2 2016.
733 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q4 2022.

Based on Sargent Bickham Lagudis's 13F filing for Q4 2022, filed 23 Jan 2023.