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Keystone Financial Group (Kentucky)’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History

Keystone Financial Group (Kentucky)’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
Q4 		– Sell
-3,280
Closed -$200K – 253
2019
Q3 		$200K Buy
+3,280
New +$200K 0.06% 221

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VA
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ECM
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 $570B AUM 27.57% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
AA
Alta Advisers London, United Kingdom $276M AUM 26.84% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Keystone Financial Group (Kentucky)'s VGSH Position: Q4 2019 in Review

Keystone Financial Group (Kentucky) sold out of Vanguard Short-Term Treasury ETF (VGSH) in Q4 2019, closing a stake of 3,280 shares — an estimated $200K sold.

Keystone Financial Group (Kentucky) first reported a position in VGSH in Q3 2019 and held it in 1 quarter. The position peaked at $200K in Q3 2019. 288 funds tracked by Wall St. Rank hold VGSH as of Q4 2019.

  • Keystone Financial Group (Kentucky) reported no remaining Vanguard Short-Term Treasury ETF position as of Q4 2019 after selling out during the quarter.
  • Keystone Financial Group (Kentucky) sold 3,280 Vanguard Short-Term Treasury ETF shares in Q4 2019, an estimated $200K.
  • Keystone Financial Group (Kentucky) first reported a position in Vanguard Short-Term Treasury ETF in Q3 2019 and held it in 1 quarter.
  • Keystone Financial Group (Kentucky)'s Vanguard Short-Term Treasury ETF position peaked at $200K in Q3 2019.
  • 288 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q4 2019.

Based on Keystone Financial Group (Kentucky)'s 13F filing for Q4 2019, filed 6 Feb 2020.