Allred Capital Management’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History

Allred Capital 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 Q2	–	Sell	-2,838	Closed	-$175K	–	742
2021 Q1	$175K	Sell	2,838 -458	-14%	-$28.2K	0.08%	191
2020 Q4	$203K	Hold	3,296	–	–	0.11%	165
2020 Q3	$204K	Hold	3,296	–	–	0.12%	152
2020 Q2	$205K	Sell	3,296 -668	-17%	-$41.6K	0.13%	154
2020 Q1	$247K	Buy	+3,964	New	+$243K	0.19%	117

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

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

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

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Allred Capital Management's VGSH Position: Q2 2021 in Review

Allred Capital Management sold out of Vanguard Short-Term Treasury ETF (VGSH) in Q2 2021, closing a stake of 2,838 shares — an estimated $175K sold.

Allred Capital Management first reported a position in VGSH in Q1 2020 and held it in 5 quarters. The position peaked at $247K in Q1 2020. 494 funds tracked by Wall St. Rank hold VGSH as of Q2 2021.

Allred Capital Management reported no remaining Vanguard Short-Term Treasury ETF position as of Q2 2021 after selling out during the quarter.
Allred Capital Management sold 2,838 Vanguard Short-Term Treasury ETF shares in Q2 2021, an estimated $175K.
Allred Capital Management first reported a position in Vanguard Short-Term Treasury ETF in Q1 2020 and held it in 5 quarters.
Allred Capital Management's Vanguard Short-Term Treasury ETF position peaked at $247K in Q1 2020.
494 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q2 2021.

Based on Allred Capital Management's 13F filing for Q2 2021, filed 5 Aug 2021.