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Obermeyer Wealth Partners’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History

Obermeyer Wealth Partners’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
Q3 		– Sell
-4,244
Closed -$264K – 152
2020
Q2 		$264K Buy
+4,244
New +$264K 0.02% 115

Other funds holding VGSH

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State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $14.1B AUM 25.71% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Obermeyer Wealth Partners's VGSH Position: Q3 2020 in Review

Obermeyer Wealth Partners sold out of Vanguard Short-Term Treasury ETF (VGSH) in Q3 2020, closing a stake of 4,244 shares — an estimated $264K sold.

Obermeyer Wealth Partners first reported a position in VGSH in Q2 2020 and held it in 1 quarter. The position peaked at $264K in Q2 2020. 432 funds tracked by Wall St. Rank hold VGSH as of Q3 2020.

  • Obermeyer Wealth Partners reported no remaining Vanguard Short-Term Treasury ETF position as of Q3 2020 after selling out during the quarter.
  • Obermeyer Wealth Partners sold 4,244 Vanguard Short-Term Treasury ETF shares in Q3 2020, an estimated $264K.
  • Obermeyer Wealth Partners first reported a position in Vanguard Short-Term Treasury ETF in Q2 2020 and held it in 1 quarter.
  • Obermeyer Wealth Partners's Vanguard Short-Term Treasury ETF position peaked at $264K in Q2 2020.
  • 432 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q3 2020.

Based on Obermeyer Wealth Partners's 13F filing for Q3 2020, filed 22 Oct 2020.