Financial Architects (New Jersey)’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History

Financial Architects (New Jersey)’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
2020 Q3	–	Sell	-77	Closed	-$5K	–	751
2020 Q2	$5K	Hold	77	–	–	﹤0.01%	734
2020 Q1	$5K	Buy	77 +1	+1%	+$61	﹤0.01%	711
2019 Q4	$5K	Buy	+76	New	+$4.63K	﹤0.01%	772
2019 Q1	–	Sell	-163	Closed	-$10K	–	1540
2018 Q4	$10K	Buy	+163	New	+$9.74K	﹤0.01%	1003

Other funds holding VGSH

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

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

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

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Financial Architects (New Jersey)'s VGSH Position: Q3 2020 in Review

Financial Architects (New Jersey) sold out of Vanguard Short-Term Treasury ETF (VGSH) in Q3 2020, closing a stake of 77 shares — an estimated $5K sold.

Financial Architects (New Jersey) first reported a position in VGSH in Q4 2018 and held it in 4 quarters. The position peaked at $10K in Q4 2018. 432 funds tracked by Wall St. Rank hold VGSH as of Q3 2020.

Financial Architects (New Jersey) reported no remaining Vanguard Short-Term Treasury ETF position as of Q3 2020 after selling out during the quarter.
Financial Architects (New Jersey) sold 77 Vanguard Short-Term Treasury ETF shares in Q3 2020, an estimated $5K.
Financial Architects (New Jersey) first reported a position in Vanguard Short-Term Treasury ETF in Q4 2018 and held it in 4 quarters.
Financial Architects (New Jersey)'s Vanguard Short-Term Treasury ETF position peaked at $10K in Q4 2018.
432 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q3 2020.

Based on Financial Architects (New Jersey)'s 13F filing for Q3 2020, filed 9 Nov 2020.