GCA
VGSH icon

Gradient Capital Advisors’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History

Gradient Capital Advisors’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
2018
Q1 		– Sell
-3,573
Closed -$215K – 82
2017
Q4 		$215K Buy
+3,573
New +$216K 0.22% 74

Other funds holding VGSH

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
HK
Horizon Kinetics New York $3.06B AUM 5.37% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
MIH
Madison Investment Holdings Madison, Wisconsin $6.16B AUM 11.67% 1-Year Est. Return
AF
Advisornet Financial Minnetonka, Minnesota $2.19B AUM 21.28% 1-Year Est. Return
CONA
Capital One National Association New York $756M AUM
SHWM
Smith & Howard Wealth Management Atlanta, Georgia $503M AUM 15.12% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 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

Gradient Capital Advisors's VGSH Position: Q1 2018 in Review

Gradient Capital Advisors sold out of Vanguard Short-Term Treasury ETF (VGSH) in Q1 2018, closing a stake of 3,573 shares — an estimated $215K sold.

Gradient Capital Advisors first reported a position in VGSH in Q4 2017 and held it in 1 quarter. The position peaked at $215K in Q4 2017. 137 funds tracked by Wall St. Rank hold VGSH as of Q1 2018.

  • Gradient Capital Advisors reported no remaining Vanguard Short-Term Treasury ETF position as of Q1 2018 after selling out during the quarter.
  • Gradient Capital Advisors sold 3,573 Vanguard Short-Term Treasury ETF shares in Q1 2018, an estimated $215K.
  • Gradient Capital Advisors first reported a position in Vanguard Short-Term Treasury ETF in Q4 2017 and held it in 1 quarter.
  • Gradient Capital Advisors's Vanguard Short-Term Treasury ETF position peaked at $215K in Q4 2017.
  • 137 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q1 2018.

Based on Gradient Capital Advisors's 13F filing for Q1 2018, filed 20 Apr 2018.