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Ulrich Consultants & Investment Group’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History

Ulrich Consultants & Investment Group’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
2022
Q3 		– Sell
-21,600
Closed -$1.27M – 66
2022
Q2 		$1.27M Buy
+21,600
New +$1.27M 0.7% 44

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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Ulrich Consultants & Investment Group's VGSH Position: Q3 2022 in Review

Ulrich Consultants & Investment Group sold out of Vanguard Short-Term Treasury ETF (VGSH) in Q3 2022, closing a stake of 21,600 shares — an estimated $1.27M sold.

Ulrich Consultants & Investment Group first reported a position in VGSH in Q2 2022 and held it in 1 quarter. The position peaked at $1.27M in Q2 2022. 657 funds tracked by Wall St. Rank hold VGSH as of Q3 2022.

  • Ulrich Consultants & Investment Group reported no remaining Vanguard Short-Term Treasury ETF position as of Q3 2022 after selling out during the quarter.
  • Ulrich Consultants & Investment Group sold 21,600 Vanguard Short-Term Treasury ETF shares in Q3 2022, an estimated $1.27M.
  • Ulrich Consultants & Investment Group first reported a position in Vanguard Short-Term Treasury ETF in Q2 2022 and held it in 1 quarter.
  • Ulrich Consultants & Investment Group's Vanguard Short-Term Treasury ETF position peaked at $1.27M in Q2 2022.
  • 657 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q3 2022.

Based on Ulrich Consultants & Investment Group's 13F filing for Q3 2022, filed 8 Nov 2022.