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

Strategic 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
2021 Q4	$1.31M	Hold	21,600	–	–	0.65%	51
2021 Q3	$1.33M	Hold	21,600	–	–	0.69%	45
2021 Q2	$1.33M	Hold	21,600	–	–	0.72%	47
2021 Q1	$1.33M	Hold	21,600	–	–	0.8%	41
2020 Q4	$1.33M	Hold	21,600	–	–	0.82%	41
2020 Q3	$1.34M	Sell	21,600 -1,630	-7%	-$101K	1%	37
2020 Q2	$1.45M	Buy	+23,230	New	+$1.45M	1.34%	25

Other funds holding VGSH

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

WIT LLC District Of Columbia, District of Columbia $5.3B AUM 20.46% 1-Year Est. Return

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

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

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

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

MERSOM

Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.81B AUM 10.88% 1-Year Est. Return

NextCapital Advisers Chicago, Illinois $5.15B AUM 14.37% 1-Year Est. Return

Strategic Wealth Management's VGSH Position: Q4 2021 in Review

Strategic Wealth Management held its Vanguard Short-Term Treasury ETF (VGSH) position steady in Q4 2021 at 21,600 shares worth $1.31M. The position accounts for 0.65% of the portfolio, ranked #51.

Strategic Wealth Management first reported a position in VGSH in Q2 2020 and has held it in 7 quarters since. The position peaked at $1.45M in Q2 2020. 556 funds tracked by Wall St. Rank hold VGSH as of Q4 2021.

Strategic Wealth Management held 21,600 shares of Vanguard Short-Term Treasury ETF worth $1.31M as of Q4 2021.
Strategic Wealth Management left its Vanguard Short-Term Treasury ETF share count unchanged in Q4 2021.
Vanguard Short-Term Treasury ETF made up 0.65% of Strategic Wealth Management's portfolio in Q4 2021, its #51 holding.
Strategic Wealth Management first reported a position in Vanguard Short-Term Treasury ETF in Q2 2020 and has held it in 7 quarters since.
Strategic Wealth Management's Vanguard Short-Term Treasury ETF position peaked at $1.45M in Q2 2020.
556 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q4 2021.

Based on Strategic Wealth Management's 13F filing for Q4 2021, filed 7 Feb 2022.