1WA
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180 Wealth Advisors’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History

180 Wealth Advisors’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
2020
Q4 		– Sell
-10,647
Closed -$660K – 326
2020
Q3 		$660K Sell
10,647
-544
-5% -$33.8K 0.25% 92
2020
Q2 		$696K Buy
11,191
+4,994
+81% +$311K 0.28% 92
2020
Q1 		$386K Buy
+6,197
New +$380K 0.2% 128
2019
Q4 		– Sell
-4,813
Closed -$293K – 280
2019
Q3 		$293K Buy
+4,813
New +$293K 0.13% 195

Other funds holding VGSH

WL
WIT LLC District Of Columbia, District of Columbia $5.3B AUM 20.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75B AUM 31.89% 1-Year Est. Return