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IIA
IPG Investment Advisors’s
Vanguard Short-Term Treasury ETF
VGSH
Stock Holding History
IPG Investment 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
Q4
–
Sell
-3,510
Closed
-$216K
–
238
2021
Q3
$216K
Hold
3,510
–
–
0.07%
107
2021
Q2
$216K
Hold
3,510
–
–
0.06%
123
2021
Q1
$216K
Hold
3,510
–
–
0.04%
174
2020
Q4
$216K
Hold
3,510
–
–
0.05%
154
2020
Q3
$218K
Hold
3,510
–
–
0.06%
135
2020
Q2
$218K
Hold
3,510
–
–
0.07%
110
2020
Q1
$219K
Hold
3,510
–
–
0.09%
106
2019
Q4
$214K
Hold
3,510
–
–
0.07%
119
2019
Q3
$214K
Hold
3,510
–
–
0.07%
115
2019
Q2
$214K
Hold
3,510
–
–
0.08%
126
2019
Q1
$212K
Hold
3,510
–
–
0.07%
136
2018
Q4
$211K
Hold
3,510
–
–
0.08%
127
2018
Q3
$210K
Hold
3,510
–
–
0.07%
153
2018
Q2
$210K
Hold
3,510
–
–
0.07%
146
2018
Q1
$211K
Hold
3,510
–
–
0.07%
136
2017
Q4
$212K
Hold
3,510
–
–
0.09%
131
2017
Q3
$213K
Hold
3,510
–
–
0.07%
119
2017
Q2
$213K
Hold
3,510
–
–
0.09%
119
2017
Q1
$213K
Buy
+3,510
New
+$213K
0.1%
117
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27.86%
1-Year Est. Return
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$5.3B AUM
20.46%
1-Year Est. Return
Bank of America
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$1.37T AUM
24.88%
1-Year Est. Return
State Street
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$2.9T AUM
29.55%
1-Year Est. Return
Morgan Stanley
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$1.66T AUM
25.57%
1-Year Est. Return
VA
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Akron, Ohio
$8.42B AUM
14.36%
1-Year Est. Return
UBS Group
Zurich, Switzerland
$564B AUM
30.12%
1-Year Est. Return
Ameriprise
Minneapolis, Minnesota
$431B AUM
30.22%
1-Year Est. Return
MERSOM
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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
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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