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

Fortem Financial 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
2021
Q2 		– Sell
-3,245
Closed -$200K – 176
2021
Q1 		$200K Buy
+3,245
New +$200K 0.12% 158

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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Fortem Financial Group's VGSH Position: Q2 2021 in Review

Fortem Financial Group sold out of Vanguard Short-Term Treasury ETF (VGSH) in Q2 2021, closing a stake of 3,245 shares — an estimated $200K sold.

Fortem Financial Group first reported a position in VGSH in Q1 2021 and held it in 1 quarter. The position peaked at $200K in Q1 2021. 494 funds tracked by Wall St. Rank hold VGSH as of Q2 2021.

  • Fortem Financial Group reported no remaining Vanguard Short-Term Treasury ETF position as of Q2 2021 after selling out during the quarter.
  • Fortem Financial Group sold 3,245 Vanguard Short-Term Treasury ETF shares in Q2 2021, an estimated $200K.
  • Fortem Financial Group first reported a position in Vanguard Short-Term Treasury ETF in Q1 2021 and held it in 1 quarter.
  • Fortem Financial Group's Vanguard Short-Term Treasury ETF position peaked at $200K in Q1 2021.
  • 494 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q2 2021.

Based on Fortem Financial Group's 13F filing for Q2 2021, filed 14 Jul 2021.