NIA
VGSH icon

Northstar Investment Advisors’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History

Northstar Investment Advisors’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
Q2 		– Sell
-10,115
Closed -$611K – 129
2019
Q1 		$611K Sell
10,115
-1,035
-9% -$62.3K 0.11% 90
2018
Q4 		$670K Buy
+11,150
New +$666K 0.15% 78
2018
Q3 		– Sell
-12,186
Closed -$730K – 118
2018
Q2 		$730K Buy
+12,186
New +$729K 0.15% 68

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 $3.38T AUM 44.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
TA
Tiedemann Advisors New York $2.33B AUM 15.56% 1-Year Est. Return
ECM
ETrade Capital Management Arlington, Virginia $5.37B AUM 10.84% 1-Year Est. Return
AA
Alta Advisers London, United Kingdom $441M AUM 41.77% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
IA
IndexIQ Advisors New York $2.82B AUM 12.48% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Northstar Investment Advisors's VGSH Position: Q2 2019 in Review

Northstar Investment Advisors sold out of Vanguard Short-Term Treasury ETF (VGSH) in Q2 2019, closing a stake of 10,115 shares — an estimated $611K sold.

Northstar Investment Advisors first reported a position in VGSH in Q2 2018 and held it in 3 quarters. The position peaked at $730K in Q2 2018. 247 funds tracked by Wall St. Rank hold VGSH as of Q2 2019.

  • Northstar Investment Advisors reported no remaining Vanguard Short-Term Treasury ETF position as of Q2 2019 after selling out during the quarter.
  • Northstar Investment Advisors sold 10,115 Vanguard Short-Term Treasury ETF shares in Q2 2019, an estimated $611K.
  • Northstar Investment Advisors first reported a position in Vanguard Short-Term Treasury ETF in Q2 2018 and held it in 3 quarters.
  • Northstar Investment Advisors's Vanguard Short-Term Treasury ETF position peaked at $730K in Q2 2018.
  • 247 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q2 2019.

Based on Northstar Investment Advisors's 13F filing for Q2 2019, filed 17 Jul 2019.