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

Highland Private 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
2019 Q3	–	Sell	-3,335	Closed	-$203K	–	135
2019 Q2	$203K	Hold	3,335	–	–	0.06%	119
2019 Q1	$202K	Hold	3,335	–	–	0.06%	112
2018 Q4	$201K	Buy	+3,335	New	+$199K	0.08%	95
2018 Q1	–	Sell	-3,335	Closed	-$201K	–	162
2017 Q4	$201K	Hold	3,335	–	–	0.08%	94
2017 Q3	$203K	Sell	3,335 -150	-4%	-$9.12K	0.09%	91
2017 Q2	$212K	Hold	3,485	–	–	0.1%	81
2017 Q1	$212K	Hold	3,485	–	–	0.11%	69
2016 Q4	$212K	Sell	3,485 -220	-6%	-$13.4K	0.11%	72
2016 Q3	$227K	Sell	3,705 -1,260	-25%	-$77.1K	0.12%	64
2016 Q2	$305K	Buy	+4,965	New	+$304K	0.17%	52

Other funds holding VGSH

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

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 $528B AUM 27.57% 1-Year Est. Return

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Alta Advisers London, United Kingdom $276M AUM 26.84% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return