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Concert Wealth Management’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History

Concert Wealth 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
2016
Q4 		– Sell
-355
Closed -$22K – 910
2016
Q3 		$22K Buy
+355
New +$21.7K ﹤0.01% 898

Other funds holding VGSH

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
AA
Alta Advisers London, United Kingdom $441M AUM 41.77% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
SI
SII Investments Appleton, Wisconsin $965M AUM 15.44% 1-Year Est. Return
QCMC
Quantum Capital Management (California) San Francisco, California $89.7M AUM 27.84% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Concert Wealth Management's VGSH Position: Q4 2016 in Review

Concert Wealth Management sold out of Vanguard Short-Term Treasury ETF (VGSH) in Q4 2016, closing a stake of 355 shares — an estimated $22K sold.

Concert Wealth Management first reported a position in VGSH in Q3 2016 and held it in 1 quarter. The position peaked at $22K in Q3 2016. 93 funds tracked by Wall St. Rank hold VGSH as of Q4 2016.

  • Concert Wealth Management reported no remaining Vanguard Short-Term Treasury ETF position as of Q4 2016 after selling out during the quarter.
  • Concert Wealth Management sold 355 Vanguard Short-Term Treasury ETF shares in Q4 2016, an estimated $22K.
  • Concert Wealth Management first reported a position in Vanguard Short-Term Treasury ETF in Q3 2016 and held it in 1 quarter.
  • Concert Wealth Management's Vanguard Short-Term Treasury ETF position peaked at $22K in Q3 2016.
  • 93 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q4 2016.

Based on Concert Wealth Management's 13F filing for Q4 2016, filed 10 Feb 2017.