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Financial Enhancement Group’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History

Financial Enhancement Group’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
Q2 		– Sell
-12,500
Closed -$779K – 309
2020
Q1 		$779K Buy
+12,500
New +$767K 0.23% 57
2019
Q4 		– Sell
-184
Closed -$11K – 304
2019
Q3 		$11K Buy
+184
New +$11.2K ﹤0.01% 197

Other funds holding VGSH

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
ECM
ETrade Capital Management Arlington, Virginia $5.37B AUM 10.84% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Financial Enhancement Group's VGSH Position: Q2 2020 in Review

Financial Enhancement Group sold out of Vanguard Short-Term Treasury ETF (VGSH) in Q2 2020, closing a stake of 12,500 shares — an estimated $779K sold.

Financial Enhancement Group first reported a position in VGSH in Q3 2019 and held it in 2 quarters. The position peaked at $779K in Q1 2020. 407 funds tracked by Wall St. Rank hold VGSH as of Q2 2020.

  • Financial Enhancement Group reported no remaining Vanguard Short-Term Treasury ETF position as of Q2 2020 after selling out during the quarter.
  • Financial Enhancement Group sold 12,500 Vanguard Short-Term Treasury ETF shares in Q2 2020, an estimated $779K.
  • Financial Enhancement Group first reported a position in Vanguard Short-Term Treasury ETF in Q3 2019 and held it in 2 quarters.
  • Financial Enhancement Group's Vanguard Short-Term Treasury ETF position peaked at $779K in Q1 2020.
  • 407 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q2 2020.

Based on Financial Enhancement Group's 13F filing for Q2 2020, filed 14 Aug 2020.