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Measured Wealth Private Client Group’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History

Measured Wealth Private Client 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
2018
Q4 		– Sell
-2,813
Closed -$168K – 688
2018
Q3 		$168K Buy
+2,813
New +$168K 0.1% 163

Other funds holding VGSH

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
3AM
3EDGE Asset Management Naples, Florida $2.24B AUM 16.9% 1-Year Est. Return
DF
Donoghue Forlines Boston, Massachusetts $387M AUM 84.69% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
HK
Horizon Kinetics New York $3.06B AUM 5.37% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
AA
Alta Advisers London, United Kingdom $441M AUM 41.77% 1-Year Est. Return

Measured Wealth Private Client Group's VGSH Position: Q4 2018 in Review

Measured Wealth Private Client Group sold out of Vanguard Short-Term Treasury ETF (VGSH) in Q4 2018, closing a stake of 2,813 shares — an estimated $168K sold.

Measured Wealth Private Client Group first reported a position in VGSH in Q3 2018 and held it in 1 quarter. The position peaked at $168K in Q3 2018. 247 funds tracked by Wall St. Rank hold VGSH as of Q4 2018.

  • Measured Wealth Private Client Group reported no remaining Vanguard Short-Term Treasury ETF position as of Q4 2018 after selling out during the quarter.
  • Measured Wealth Private Client Group sold 2,813 Vanguard Short-Term Treasury ETF shares in Q4 2018, an estimated $168K.
  • Measured Wealth Private Client Group first reported a position in Vanguard Short-Term Treasury ETF in Q3 2018 and held it in 1 quarter.
  • Measured Wealth Private Client Group's Vanguard Short-Term Treasury ETF position peaked at $168K in Q3 2018.
  • 247 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q4 2018.

Based on Measured Wealth Private Client Group's 13F filing for Q4 2018, filed 7 Feb 2019.