CFA
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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

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HK
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CONA
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Royal Bank of Canada
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Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
AA
Alta Advisers London, United Kingdom $276M AUM 26.84% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return