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

Houlihan Financial Resource 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
2020 Q3	$25K	Buy	+400	New	+$24.9K	0.01%	222

Other funds holding VGSH

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $14.1B AUM 25.71% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Houlihan Financial Resource Group's VGSH Position: Q3 2020 in Review

Houlihan Financial Resource Group opened a new position in Vanguard Short-Term Treasury ETF (VGSH) in Q3 2020: 400 shares worth $25K. The stake represents 0.01% of the portfolio and ranks #222 among its holdings.

432 funds tracked by Wall St. Rank hold VGSH as of Q3 2020.

Houlihan Financial Resource Group held 400 shares of Vanguard Short-Term Treasury ETF worth $25K as of Q3 2020.
Vanguard Short-Term Treasury ETF was a new Houlihan Financial Resource Group position in Q3 2020.
Vanguard Short-Term Treasury ETF made up 0.01% of Houlihan Financial Resource Group's portfolio in Q3 2020, its #222 holding.
432 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q3 2020.

Based on Houlihan Financial Resource Group's 13F filing for Q3 2020, filed 13 Nov 2020.