HCR Wealth Advisors’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History

HCR Wealth 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
2021 Q1	–	Sell	-1,838	Closed	-$113K	–	275
2020 Q4	$113K	Hold	1,838	–	–	0.02%	185
2020 Q3	$114K	Hold	1,838	–	–	0.03%	162
2020 Q2	$114K	Buy	+1,838	New	+$114K	0.03%	156
2019 Q2	–	Sell	-17,316	Closed	-$2.71M	–	185
2019 Q1	$2.71M	Buy	+17,316	New	+$1.04M	0.78%	28

Other funds holding VGSH

WIT LLC District Of Columbia, District of Columbia $6.26B AUM 22.48% 1-Year Est. Return

AIG

American International Group New York $2.93M AUM 12.08% 1-Year Est. Return

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

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

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

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

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

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

NextCapital Advisers Chicago, Illinois $5.15B AUM 14.37% 1-Year Est. Return

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

HCR Wealth Advisors's VGSH Position: Q1 2021 in Review

HCR Wealth Advisors sold out of Vanguard Short-Term Treasury ETF (VGSH) in Q1 2021, closing a stake of 1,838 shares — an estimated $113K sold.

HCR Wealth Advisors first reported a position in VGSH in Q1 2019 and held it in 4 quarters. The position peaked at $2.71M in Q1 2019. 502 funds tracked by Wall St. Rank hold VGSH as of Q1 2021.

HCR Wealth Advisors reported no remaining Vanguard Short-Term Treasury ETF position as of Q1 2021 after selling out during the quarter.
HCR Wealth Advisors sold 1,838 Vanguard Short-Term Treasury ETF shares in Q1 2021, an estimated $113K.
HCR Wealth Advisors first reported a position in Vanguard Short-Term Treasury ETF in Q1 2019 and held it in 4 quarters.
HCR Wealth Advisors's Vanguard Short-Term Treasury ETF position peaked at $2.71M in Q1 2019.
502 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q1 2021.

Based on HCR Wealth Advisors's 13F filing for Q1 2021, filed 13 May 2021.