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BKS Advisors’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History

BKS 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
2017
Q4 		– Sell
-2,512
Closed -$153K – 221
2017
Q3 		$153K Buy
+2,512
New +$153K 0.06% 202

Other funds holding VGSH

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
HK
Horizon Kinetics New York $3.06B AUM 5.37% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CONA
Capital One National Association New York $756M AUM
AF
Advisornet Financial Minnetonka, Minnesota $2.19B AUM 21.28% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wolverine Trading
Wolverine Trading Chicago, Illinois $139B AUM 31.83% 1-Year Est. Return

BKS Advisors's VGSH Position: Q4 2017 in Review

BKS Advisors sold out of Vanguard Short-Term Treasury ETF (VGSH) in Q4 2017, closing a stake of 2,512 shares — an estimated $153K sold.

BKS Advisors first reported a position in VGSH in Q3 2017 and held it in 1 quarter. The position peaked at $153K in Q3 2017. 141 funds tracked by Wall St. Rank hold VGSH as of Q4 2017.

  • BKS Advisors reported no remaining Vanguard Short-Term Treasury ETF position as of Q4 2017 after selling out during the quarter.
  • BKS Advisors sold 2,512 Vanguard Short-Term Treasury ETF shares in Q4 2017, an estimated $153K.
  • BKS Advisors first reported a position in Vanguard Short-Term Treasury ETF in Q3 2017 and held it in 1 quarter.
  • BKS Advisors's Vanguard Short-Term Treasury ETF position peaked at $153K in Q3 2017.
  • 141 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q4 2017.

Based on BKS Advisors's 13F filing for Q4 2017, filed 12 Feb 2018.