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Sittner & Nelson’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History

Sittner & Nelson’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
-317
Closed -$18.6K – 518
2023
Q1 		$18.6K Buy
+317
New +$18.4K 0.01% 303

Other funds holding VGSH

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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 $8.81B AUM 10.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Sittner & Nelson's VGSH Position: Q2 2023 in Review

Sittner & Nelson sold out of Vanguard Short-Term Treasury ETF (VGSH) in Q2 2023, closing a stake of 317 shares — an estimated $18.6K sold.

Sittner & Nelson first reported a position in VGSH in Q1 2023 and held it in 1 quarter. The position peaked at $18.6K in Q1 2023. 803 funds tracked by Wall St. Rank hold VGSH as of Q2 2023.

  • Sittner & Nelson reported no remaining Vanguard Short-Term Treasury ETF position as of Q2 2023 after selling out during the quarter.
  • Sittner & Nelson sold 317 Vanguard Short-Term Treasury ETF shares in Q2 2023, an estimated $18.6K.
  • Sittner & Nelson first reported a position in Vanguard Short-Term Treasury ETF in Q1 2023 and held it in 1 quarter.
  • Sittner & Nelson's Vanguard Short-Term Treasury ETF position peaked at $18.6K in Q1 2023.
  • 803 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q2 2023.

Based on Sittner & Nelson's 13F filing for Q2 2023, filed 14 Aug 2023.