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Rowland Carmichael Advisors’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History

Rowland Carmichael 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
Q1 		– Sell
-43,619
Closed -$2.62M – 342
2018
Q4 		$2.62M Buy
+43,619
New +$2.61M 1.16% 12

Other funds holding VGSH

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
DF
Donoghue Forlines Boston, Massachusetts $387M AUM 84.69% 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
ECM
ETrade Capital Management Arlington, Virginia $5.37B AUM 10.84% 1-Year Est. Return
BFPW
BOK Financial Private Wealth Denver, Colorado $1.95B AUM 20.52% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Rowland Carmichael Advisors's VGSH Position: Q1 2019 in Review

Rowland Carmichael Advisors sold out of Vanguard Short-Term Treasury ETF (VGSH) in Q1 2019, closing a stake of 43,619 shares — an estimated $2.62M sold.

Rowland Carmichael Advisors first reported a position in VGSH in Q4 2018 and held it in 1 quarter. The position peaked at $2.62M in Q4 2018. 249 funds tracked by Wall St. Rank hold VGSH as of Q1 2019.

  • Rowland Carmichael Advisors reported no remaining Vanguard Short-Term Treasury ETF position as of Q1 2019 after selling out during the quarter.
  • Rowland Carmichael Advisors sold 43,619 Vanguard Short-Term Treasury ETF shares in Q1 2019, an estimated $2.62M.
  • Rowland Carmichael Advisors first reported a position in Vanguard Short-Term Treasury ETF in Q4 2018 and held it in 1 quarter.
  • Rowland Carmichael Advisors's Vanguard Short-Term Treasury ETF position peaked at $2.62M in Q4 2018.
  • 249 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q1 2019.

Based on Rowland Carmichael Advisors's 13F filing for Q1 2019, filed 10 Feb 2020.