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Northstar Advisory Group’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History

Northstar Advisory 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
2021
Q4 		– Sell
-123,692
Closed -$7.6M – 131
2021
Q3 		$7.6M Buy
+123,692
New +$7.6M 7.44% 3

Other funds holding VGSH

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
WL
WIT LLC District Of Columbia, District of Columbia $5.3B AUM 20.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
MERSOM
Municipal Employees' Retirement System of Michigan 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

Northstar Advisory Group's VGSH Position: Q4 2021 in Review

Northstar Advisory Group sold out of Vanguard Short-Term Treasury ETF (VGSH) in Q4 2021, closing a stake of 123,692 shares — an estimated $7.6M sold.

Northstar Advisory Group first reported a position in VGSH in Q3 2021 and held it in 1 quarter. The position peaked at $7.6M in Q3 2021. 556 funds tracked by Wall St. Rank hold VGSH as of Q4 2021.

  • Northstar Advisory Group reported no remaining Vanguard Short-Term Treasury ETF position as of Q4 2021 after selling out during the quarter.
  • Northstar Advisory Group sold 123,692 Vanguard Short-Term Treasury ETF shares in Q4 2021, an estimated $7.6M.
  • Northstar Advisory Group first reported a position in Vanguard Short-Term Treasury ETF in Q3 2021 and held it in 1 quarter.
  • Northstar Advisory Group's Vanguard Short-Term Treasury ETF position peaked at $7.6M in Q3 2021.
  • 556 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q4 2021.

Based on Northstar Advisory Group's 13F filing for Q4 2021, filed 20 Jan 2022.