KJWM
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Kiley Juergens Wealth Management’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History

Kiley Juergens 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
2018
Q3 		– Sell
-1,581
Closed -$94K – 760
2018
Q2 		$94K Buy
+1,581
New +$94.6K 0.08% 143
2018
Q1 		– Sell
-1,581
Closed -$95K – 586
2017
Q4 		$95K Buy
+1,581
New +$95.6K 0.09% 135

Other funds holding VGSH

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
HK
Horizon Kinetics New York $3.06B AUM 5.37% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
IA
IndexIQ Advisors New York $2.82B AUM 12.48% 1-Year Est. Return
BFPW
BOK Financial Private Wealth Denver, Colorado $1.95B AUM 20.52% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
MIH
Madison Investment Holdings Madison, Wisconsin $6.16B AUM 11.67% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
AF
Advisornet Financial Minnetonka, Minnesota $2.19B AUM 21.28% 1-Year Est. Return

Kiley Juergens Wealth Management's VGSH Position: Q3 2018 in Review

Kiley Juergens Wealth Management sold out of Vanguard Short-Term Treasury ETF (VGSH) in Q3 2018, closing a stake of 1,581 shares — an estimated $94K sold.

Kiley Juergens Wealth Management first reported a position in VGSH in Q4 2017 and held it in 2 quarters. The position peaked at $95K in Q4 2017. 180 funds tracked by Wall St. Rank hold VGSH as of Q3 2018.

  • Kiley Juergens Wealth Management reported no remaining Vanguard Short-Term Treasury ETF position as of Q3 2018 after selling out during the quarter.
  • Kiley Juergens Wealth Management sold 1,581 Vanguard Short-Term Treasury ETF shares in Q3 2018, an estimated $94K.
  • Kiley Juergens Wealth Management first reported a position in Vanguard Short-Term Treasury ETF in Q4 2017 and held it in 2 quarters.
  • Kiley Juergens Wealth Management's Vanguard Short-Term Treasury ETF position peaked at $95K in Q4 2017.
  • 180 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q3 2018.

Based on Kiley Juergens Wealth Management's 13F filing for Q3 2018, filed 10 Oct 2018.