Leicht Financial Planning & Wealth Management’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History

Leicht Financial Planning & 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
2020 Q2	–	Sell	-4,420	Closed	-$275K	–	59
2020 Q1	$275K	Sell	4,420 -27,073	-86%	-$1.66M	0.27%	45
2019 Q4	$1.92M	Sell	31,493 -41,780	-57%	-$2.54M	1.74%	20
2019 Q3	$4.46M	Sell	73,273 -2,463	-3%	-$150K	4.27%	10
2019 Q2	$4.62M	Buy	75,736 +7,266	+11%	+$440K	4.52%	8
2019 Q1	$4.14M	Buy	68,470 +50,124	+273%	+$3.02M	4.26%	10
2018 Q4	$1.1M	Buy	+18,346	New	+$1.1M	1.46%	20

Other funds holding VGSH

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

ECM

ETrade Capital Management Arlington, Virginia $5.37B AUM 10.84% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

RJFSA

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

Leicht Financial Planning & Wealth Management's VGSH Position: Q2 2020 in Review

Leicht Financial Planning & Wealth Management sold out of Vanguard Short-Term Treasury ETF (VGSH) in Q2 2020, closing a stake of 4,420 shares — an estimated $275K sold.

Leicht Financial Planning & Wealth Management first reported a position in VGSH in Q4 2018 and held it in 6 quarters. The position peaked at $4.62M in Q2 2019. 407 funds tracked by Wall St. Rank hold VGSH as of Q2 2020.

Leicht Financial Planning & Wealth Management reported no remaining Vanguard Short-Term Treasury ETF position as of Q2 2020 after selling out during the quarter.
Leicht Financial Planning & Wealth Management sold 4,420 Vanguard Short-Term Treasury ETF shares in Q2 2020, an estimated $275K.
Leicht Financial Planning & Wealth Management first reported a position in Vanguard Short-Term Treasury ETF in Q4 2018 and held it in 6 quarters.
Leicht Financial Planning & Wealth Management's Vanguard Short-Term Treasury ETF position peaked at $4.62M in Q2 2019.
407 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q2 2020.

Based on Leicht Financial Planning & Wealth Management's 13F filing for Q2 2020, filed 10 Jul 2020.