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

Windsor 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	–	Sell	-3,698	Closed	-$227K	–	245
2021 Q3	$227K	Hold	3,698	–	–	0.05%	209
2021 Q2	$227K	Buy	+3,698	New	+$227K	0.05%	200

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

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

Windsor Wealth Management sold out of Vanguard Short-Term Treasury ETF (VGSH) in Q4 2021, closing a stake of 3,698 shares — an estimated $227K sold.

Windsor Wealth Management first reported a position in VGSH in Q2 2021 and held it in 2 quarters. The position peaked at $227K in Q3 2021. 556 funds tracked by Wall St. Rank hold VGSH as of Q4 2021.

Windsor Wealth Management reported no remaining Vanguard Short-Term Treasury ETF position as of Q4 2021 after selling out during the quarter.
Windsor Wealth Management sold 3,698 Vanguard Short-Term Treasury ETF shares in Q4 2021, an estimated $227K.
Windsor Wealth Management first reported a position in Vanguard Short-Term Treasury ETF in Q2 2021 and held it in 2 quarters.
Windsor Wealth Management's Vanguard Short-Term Treasury ETF position peaked at $227K in Q3 2021.
556 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q4 2021.

Based on Windsor Wealth Management's 13F filing for Q4 2021, filed 21 Jan 2022.