Secure Asset Management’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History

Secure Asset Management’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
2023 Q2	–	Sell	-60,555	Closed	-$3.54M	–	203
2023 Q1	$3.54M	Buy	60,555 +4,009	+7%	+$233K	1.18%	13
2022 Q4	$3.27M	Buy	56,546 +32,757	+138%	+$1.89M	1.17%	13
2022 Q3	$1.38M	Buy	23,789 +3,901	+20%	+$228K	0.77%	19
2022 Q2	$1.17M	Buy	19,888 +3,937	+25%	+$232K	0.65%	26
2022 Q1	$945K	Buy	15,951 +5,638	+55%	+$339K	0.43%	43
2021 Q4	$627K	Buy	10,313 +1,426	+16%	+$87.2K	0.25%	68
2021 Q3	$546K	Sell	8,887 -1,457	-14%	-$89.6K	0.27%	67
2021 Q2	$635K	Buy	10,344 +1,086	+12%	+$66.8K	0.32%	53
2021 Q1	$570K	Sell	9,258 -1,332	-13%	-$82K	0.32%	65
2020 Q4	$652K	Buy	10,590 +335	+3%	+$20.8K	0.38%	55
2020 Q3	$637K	Sell	10,255 -3,094	-23%	-$192K	0.44%	51
2020 Q2	$830K	Sell	13,349 -1,641	-11%	-$102K	0.59%	41
2020 Q1	$934K	Buy	+14,990	New	+$920K	1.01%	26

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

SCM

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

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

OWM

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

MERSOM

Municipal Employees' Retirement System of Michigan Lansing, Michigan $9.05B AUM 13.04% 1-Year Est. Return

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

Secure Asset Management's VGSH Position: Q2 2023 in Review

Secure Asset Management sold out of Vanguard Short-Term Treasury ETF (VGSH) in Q2 2023, closing a stake of 60,555 shares — an estimated $3.54M sold.

Secure Asset Management first reported a position in VGSH in Q1 2020 and held it in 13 quarters. The position peaked at $3.54M in Q1 2023. 804 funds tracked by Wall St. Rank hold VGSH as of Q2 2023.

Secure Asset Management reported no remaining Vanguard Short-Term Treasury ETF position as of Q2 2023 after selling out during the quarter.
Secure Asset Management sold 60,555 Vanguard Short-Term Treasury ETF shares in Q2 2023, an estimated $3.54M.
Secure Asset Management first reported a position in Vanguard Short-Term Treasury ETF in Q1 2020 and held it in 13 quarters.
Secure Asset Management's Vanguard Short-Term Treasury ETF position peaked at $3.54M in Q1 2023.
804 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q2 2023.

Based on Secure Asset Management's 13F filing for Q2 2023, filed 13 Jul 2023.