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Personal Capital Advisors’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History

Personal Capital 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
2020
Q4 		– Sell
-3,555
Closed -$221K – 470
2020
Q3 		$221K Sell
3,555
-10
-0.3% -$621 ﹤0.01% 382
2020
Q2 		$222K Buy
+3,565
New +$222K ﹤0.01% 334

Other funds holding VGSH

WL
WIT LLC District Of Columbia, District of Columbia $5.3B AUM 20.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Personal Capital Advisors's VGSH Position: Q4 2020 in Review

Personal Capital Advisors sold out of Vanguard Short-Term Treasury ETF (VGSH) in Q4 2020, closing a stake of 3,555 shares — an estimated $221K sold.

Personal Capital Advisors first reported a position in VGSH in Q2 2020 and held it in 2 quarters. The position peaked at $222K in Q2 2020. 481 funds tracked by Wall St. Rank hold VGSH as of Q4 2020.

  • Personal Capital Advisors reported no remaining Vanguard Short-Term Treasury ETF position as of Q4 2020 after selling out during the quarter.
  • Personal Capital Advisors sold 3,555 Vanguard Short-Term Treasury ETF shares in Q4 2020, an estimated $221K.
  • Personal Capital Advisors first reported a position in Vanguard Short-Term Treasury ETF in Q2 2020 and held it in 2 quarters.
  • Personal Capital Advisors's Vanguard Short-Term Treasury ETF position peaked at $222K in Q2 2020.
  • 481 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q4 2020.

Based on Personal Capital Advisors's 13F filing for Q4 2020, filed 12 Feb 2021.