SEC 13F Intelligence

Alterna Wealth Management, Inc / VGSH

Alterna Wealth Management, Inc’s Vanguard Scottsdale Fds Position

Does Alterna Wealth Management, Inc own Vanguard Scottsdale Fds (VGSH)? Not currently — the last reported position was 13.7K shares worth $787,565 in Q3 2023; the fund’s latest 13F (Q2 2026) no longer reports it.

Position Value
$787,565
Q3 2023
Shares
13.7K
% of Portfolio
+1.01%
Quarters Held
2
position exited

Position History VGSH

Reported value by quarter
Q2 ’23: $308,624Q2 ’23Q3 ’23: $787,565Q3 ’23filingsflow.com
QuarterSharesValue% of Portfolio
Q3 202313.7K$787,565+1.01%
Q2 20235.3K$308,624+0.36%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Alterna Wealth Management, Inc’s full portfolio or all institutional holders of VGSH.