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Ellevest Inc’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History

Ellevest Inc’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
2021
Q4 		– Sell
-8
Closed – – 1663
2021
Q3 		$0 Buy
+8
New +$492 ﹤0.01% 1587
2020
Q2 		– Sell
-13
Closed -$1K – 1345
2020
Q1 		$1K Buy
+13
New +$798 ﹤0.01% 996

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WL
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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
MERSOM
Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.81B AUM 10.88% 1-Year Est. Return
NA
NextCapital Advisers Chicago, Illinois $5.15B AUM 14.37% 1-Year Est. Return

Ellevest Inc's VGSH Position: Q4 2021 in Review

Ellevest Inc sold out of Vanguard Short-Term Treasury ETF (VGSH) in Q4 2021, closing a stake of 8 shares.

Ellevest Inc first reported a position in VGSH in Q1 2020 and held it in 2 quarters. The position peaked at $1K in Q1 2020. 556 funds tracked by Wall St. Rank hold VGSH as of Q4 2021.

  • Ellevest Inc reported no remaining Vanguard Short-Term Treasury ETF position as of Q4 2021 after selling out during the quarter.
  • Ellevest Inc sold 8 Vanguard Short-Term Treasury ETF shares in Q4 2021.
  • Ellevest Inc first reported a position in Vanguard Short-Term Treasury ETF in Q1 2020 and held it in 2 quarters.
  • Ellevest Inc's Vanguard Short-Term Treasury ETF position peaked at $1K in Q1 2020.
  • 556 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q4 2021.

Based on Ellevest Inc's 13F filing for Q4 2021, filed 24 Jan 2022.