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Brandywine Oak Private Wealth’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History

Brandywine Oak Private Wealth’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
2019
Q1 		– Sell
-288
Closed – – 607
2018
Q4 		$0 Buy
+288
New +$17.2K ﹤0.01% 725

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VA
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DF
Donoghue Forlines Boston, Massachusetts $361M AUM 49.41% 1-Year Est. Return
AA
Alta Advisers London, United Kingdom $276M AUM 26.84% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
IA
IndexIQ Advisors New York $2.82B AUM 12.48% 1-Year Est. Return
ECM
ETrade Capital Management Arlington, Virginia $5.37B AUM 10.84% 1-Year Est. Return
BFPW
BOK Financial Private Wealth Denver, Colorado $1.66B AUM 18.56% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Brandywine Oak Private Wealth's VGSH Position: Q1 2019 in Review

Brandywine Oak Private Wealth sold out of Vanguard Short-Term Treasury ETF (VGSH) in Q1 2019, closing a stake of 288 shares.

Brandywine Oak Private Wealth first reported a position in VGSH in Q4 2018 and held it in 1 quarter. The position peaked at $0 in Q4 2018. 249 funds tracked by Wall St. Rank hold VGSH as of Q1 2019.

  • Brandywine Oak Private Wealth reported no remaining Vanguard Short-Term Treasury ETF position as of Q1 2019 after selling out during the quarter.
  • Brandywine Oak Private Wealth sold 288 Vanguard Short-Term Treasury ETF shares in Q1 2019.
  • Brandywine Oak Private Wealth first reported a position in Vanguard Short-Term Treasury ETF in Q4 2018 and held it in 1 quarter.
  • Brandywine Oak Private Wealth's Vanguard Short-Term Treasury ETF position peaked at $0 in Q4 2018.
  • 249 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q1 2019.

Based on Brandywine Oak Private Wealth's 13F filing for Q1 2019, filed 9 May 2019.