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

Cahill Financial 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 Q3	–	Sell	-9,828	Closed	-$598K	–	141
2017 Q2	$598K	Hold	9,828	–	–	0.33%	72
2017 Q1	$598K	Hold	9,828	–	–	0.35%	74
2016 Q4	$599K	Sell	9,828 -560	-5%	-$34.1K	0.36%	68
2016 Q3	$636K	Hold	10,388	–	–	0.41%	61
2016 Q2	$639K	Hold	10,388	–	–	0.45%	55
2016 Q1	$636K	Hold	10,388	–	–	0.48%	52
2015 Q4	$632K	Hold	10,388	–	–	0.52%	50
2015 Q3	$636K	Sell	10,388 -3,766	-27%	-$230K	0.52%	51
2015 Q2	$865K	Buy	+14,154	New	+$865K	0.65%	43

Other funds holding VGSH

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Horizon Kinetics New York $3.06B AUM 5.37% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

CONA

Capital One National Association New York $756M AUM

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Alta Advisers London, United Kingdom $441M AUM 41.77% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Cahill Financial Advisors's VGSH Position: Q3 2017 in Review

Cahill Financial Advisors sold out of Vanguard Short-Term Treasury ETF (VGSH) in Q3 2017, closing a stake of 9,828 shares — an estimated $598K sold.

Cahill Financial Advisors first reported a position in VGSH in Q2 2015 and held it in 9 quarters. The position peaked at $865K in Q2 2015. 118 funds tracked by Wall St. Rank hold VGSH as of Q3 2017.

Cahill Financial Advisors reported no remaining Vanguard Short-Term Treasury ETF position as of Q3 2017 after selling out during the quarter.
Cahill Financial Advisors sold 9,828 Vanguard Short-Term Treasury ETF shares in Q3 2017, an estimated $598K.
Cahill Financial Advisors first reported a position in Vanguard Short-Term Treasury ETF in Q2 2015 and held it in 9 quarters.
Cahill Financial Advisors's Vanguard Short-Term Treasury ETF position peaked at $865K in Q2 2015.
118 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q3 2017.

Based on Cahill Financial Advisors's 13F filing for Q3 2017, filed 14 Nov 2017.