SSWM
VGSH icon

Sheets Smith Wealth Management’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History

Sheets Smith Wealth 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
Q4 		– Sell
-26,090
Closed -$1.5M – 496
2023
Q3 		$1.5M Buy
26,090
+4,670
+22% +$269K 0.23% 102
2023
Q2 		$1.24M Buy
21,420
+16,169
+308% +$941K 0.18% 117
2023
Q1 		$307K Hold
5,251
– – 0.05% 263
2022
Q4 		$304K Hold
5,251
– – 0.05% 252
2022
Q3 		$303K Sell
5,251
-400
-7% -$23.4K 0.05% 242
2022
Q2 		$333K Sell
5,651
-4,882
-46% -$288K 0.05% 231
2022
Q1 		$624K Buy
+10,533
New +$633K 0.09% 183

Other funds holding VGSH

JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
MERSOM
Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.81B AUM 10.88% 1-Year Est. Return
Envestnet Asset Management
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return