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Gupta Wealth Management’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History

Gupta Wealth Management’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
2015
Q2 		– Sell
-3,500
Closed -$214K – 1326
2015
Q1 		$214K Buy
+3,500
New +$214K 0.06% 211

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FM
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Franklin Resources
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SB
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Susquehanna International Group
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SI
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Gupta Wealth Management's VGSH Position: Q2 2015 in Review

Gupta Wealth Management sold out of Vanguard Short-Term Treasury ETF (VGSH) in Q2 2015, closing a stake of 3,500 shares — an estimated $214K sold.

Gupta Wealth Management first reported a position in VGSH in Q1 2015 and held it in 1 quarter. The position peaked at $214K in Q1 2015. 61 funds tracked by Wall St. Rank hold VGSH as of Q2 2015.

  • Gupta Wealth Management reported no remaining Vanguard Short-Term Treasury ETF position as of Q2 2015 after selling out during the quarter.
  • Gupta Wealth Management sold 3,500 Vanguard Short-Term Treasury ETF shares in Q2 2015, an estimated $214K.
  • Gupta Wealth Management first reported a position in Vanguard Short-Term Treasury ETF in Q1 2015 and held it in 1 quarter.
  • Gupta Wealth Management's Vanguard Short-Term Treasury ETF position peaked at $214K in Q1 2015.
  • 61 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q2 2015.

Based on Gupta Wealth Management's 13F filing for Q2 2015, filed 26 Aug 2015.