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

Polaris Wealth 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
2018 Q4	–	Sell	-695	Closed	-$42K	–	448
2018 Q3	$42K	Buy	695 +73	+12%	+$4.37K	﹤0.01%	262
2018 Q2	$37K	Hold	622	–	–	﹤0.01%	145
2018 Q1	$37K	Buy	+622	New	+$37.4K	﹤0.01%	241

Other funds holding VGSH

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

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 New York $1.89T AUM 35.08% 1-Year Est. Return

Horizon Kinetics New York $3.06B AUM 5.37% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Alta Advisers London, United Kingdom $441M AUM 41.77% 1-Year Est. Return

Polaris Wealth Advisory Group's VGSH Position: Q4 2018 in Review

Polaris Wealth Advisory Group sold out of Vanguard Short-Term Treasury ETF (VGSH) in Q4 2018, closing a stake of 695 shares — an estimated $42K sold.

Polaris Wealth Advisory Group first reported a position in VGSH in Q1 2018 and held it in 3 quarters. The position peaked at $42K in Q3 2018. 247 funds tracked by Wall St. Rank hold VGSH as of Q4 2018.

Polaris Wealth Advisory Group reported no remaining Vanguard Short-Term Treasury ETF position as of Q4 2018 after selling out during the quarter.
Polaris Wealth Advisory Group sold 695 Vanguard Short-Term Treasury ETF shares in Q4 2018, an estimated $42K.
Polaris Wealth Advisory Group first reported a position in Vanguard Short-Term Treasury ETF in Q1 2018 and held it in 3 quarters.
Polaris Wealth Advisory Group's Vanguard Short-Term Treasury ETF position peaked at $42K in Q3 2018.
247 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q4 2018.

Based on Polaris Wealth Advisory Group's 13F filing for Q4 2018, filed 17 Jan 2019.