QWM
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Quaker Wealth Management’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History

Quaker Wealth Management’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
-12,701
Closed -$789K – 54
2020
Q3 		$789K Buy
+12,701
New +$789K 0.42% 25

Other funds holding VGSH

WL
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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

Quaker Wealth Management's VGSH Position: Q4 2020 in Review

Quaker Wealth Management sold out of Vanguard Short-Term Treasury ETF (VGSH) in Q4 2020, closing a stake of 12,701 shares — an estimated $789K sold.

Quaker Wealth Management first reported a position in VGSH in Q3 2020 and held it in 1 quarter. The position peaked at $789K in Q3 2020. 481 funds tracked by Wall St. Rank hold VGSH as of Q4 2020.

  • Quaker Wealth Management reported no remaining Vanguard Short-Term Treasury ETF position as of Q4 2020 after selling out during the quarter.
  • Quaker Wealth Management sold 12,701 Vanguard Short-Term Treasury ETF shares in Q4 2020, an estimated $789K.
  • Quaker Wealth Management first reported a position in Vanguard Short-Term Treasury ETF in Q3 2020 and held it in 1 quarter.
  • Quaker Wealth Management's Vanguard Short-Term Treasury ETF position peaked at $789K in Q3 2020.
  • 481 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q4 2020.

Based on Quaker Wealth Management's 13F filing for Q4 2020, filed 26 Jan 2021.