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

Tradition 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
2024 Q1	–	Sell	-247	Closed	-$14K	–	1162
2023 Q4	$14K	Sell	247 -111	-31%	-$6.42K	﹤0.01%	933
2023 Q3	$21K	Hold	358	–	–	﹤0.01%	838
2023 Q2	$21K	Buy	358 +119	+50%	+$6.93K	﹤0.01%	872
2023 Q1	$14K	Buy	239 +190	+388%	+$11K	﹤0.01%	917
2022 Q4	$3K	Hold	49	–	–	﹤0.01%	1136
2022 Q3	$3K	Hold	49	–	–	﹤0.01%	1168
2022 Q2	$3K	Hold	49	–	–	﹤0.01%	1061
2022 Q1	$3K	Hold	49	–	–	﹤0.01%	1128
2021 Q4	$3K	Hold	49	–	–	﹤0.01%	1153
2021 Q3	$3K	Hold	49	–	–	﹤0.01%	1136
2021 Q2	$3K	Buy	+49	New	+$3.01K	﹤0.01%	1154
2021 Q1	–	Sell	-49	Closed	-$3K	–	1041
2020 Q4	$3K	Buy	+49	New	+$3.04K	﹤0.01%	913

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

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

OWM

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B 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

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

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

Tradition Wealth Management's VGSH Position: Q1 2024 in Review

Tradition Wealth Management sold out of Vanguard Short-Term Treasury ETF (VGSH) in Q1 2024, closing a stake of 247 shares — an estimated $14K sold.

Tradition Wealth Management first reported a position in VGSH in Q4 2020 and held it in 12 quarters. The position peaked at $21K in Q3 2023. 839 funds tracked by Wall St. Rank hold VGSH as of Q1 2024.

Tradition Wealth Management reported no remaining Vanguard Short-Term Treasury ETF position as of Q1 2024 after selling out during the quarter.
Tradition Wealth Management sold 247 Vanguard Short-Term Treasury ETF shares in Q1 2024, an estimated $14K.
Tradition Wealth Management first reported a position in Vanguard Short-Term Treasury ETF in Q4 2020 and held it in 12 quarters.
Tradition Wealth Management's Vanguard Short-Term Treasury ETF position peaked at $21K in Q3 2023.
839 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q1 2024.

Based on Tradition Wealth Management's 13F filing for Q1 2024, filed 13 May 2024.