SWMG LLC’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History

SWMG LLC’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
2024 Q4	–	Sell	-3,766	Closed	-$219K	–	120
2024 Q3	$219K	Buy	+3,766	New	+$221K	0.09%	113

Other funds holding VGSH

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

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

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

OWM

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

SCM

SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

SWMG LLC's VGSH Position: Q4 2024 in Review

SWMG LLC sold out of Vanguard Short-Term Treasury ETF (VGSH) in Q4 2024, closing a stake of 3,766 shares — an estimated $219K sold.

SWMG LLC first reported a position in VGSH in Q3 2024 and held it in 1 quarter. The position peaked at $219K in Q3 2024. 904 funds tracked by Wall St. Rank hold VGSH as of Q4 2024.

SWMG LLC reported no remaining Vanguard Short-Term Treasury ETF position as of Q4 2024 after selling out during the quarter.
SWMG LLC sold 3,766 Vanguard Short-Term Treasury ETF shares in Q4 2024, an estimated $219K.
SWMG LLC first reported a position in Vanguard Short-Term Treasury ETF in Q3 2024 and held it in 1 quarter.
SWMG LLC's Vanguard Short-Term Treasury ETF position peaked at $219K in Q3 2024.
904 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q4 2024.

Based on SWMG LLC's 13F filing for Q4 2024, filed 23 Jan 2025.