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Investment Research & Advisory Group’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History

Investment Research & Advisory 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
2021
Q3 		– Sell
-961
Closed -$59K – 181
2021
Q2 		$59K Buy
+961
New +$59.1K 0.04% 101

Other funds holding VGSH

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
WL
WIT LLC District Of Columbia, District of Columbia $5.3B AUM 20.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
MERSOM
Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.81B AUM 10.88% 1-Year Est. Return
NA
NextCapital Advisers Chicago, Illinois $5.15B AUM 14.37% 1-Year Est. Return

Investment Research & Advisory Group's VGSH Position: Q3 2021 in Review

Investment Research & Advisory Group sold out of Vanguard Short-Term Treasury ETF (VGSH) in Q3 2021, closing a stake of 961 shares — an estimated $59K sold.

Investment Research & Advisory Group first reported a position in VGSH in Q2 2021 and held it in 1 quarter. The position peaked at $59K in Q2 2021. 517 funds tracked by Wall St. Rank hold VGSH as of Q3 2021.

  • Investment Research & Advisory Group reported no remaining Vanguard Short-Term Treasury ETF position as of Q3 2021 after selling out during the quarter.
  • Investment Research & Advisory Group sold 961 Vanguard Short-Term Treasury ETF shares in Q3 2021, an estimated $59K.
  • Investment Research & Advisory Group first reported a position in Vanguard Short-Term Treasury ETF in Q2 2021 and held it in 1 quarter.
  • Investment Research & Advisory Group's Vanguard Short-Term Treasury ETF position peaked at $59K in Q2 2021.
  • 517 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q3 2021.

Based on Investment Research & Advisory Group's 13F filing for Q3 2021, filed 7 Oct 2021.