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Squar Milner Financial Services’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History

Squar Milner Financial Services’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
-8,350
Closed -$502K – 849
2018
Q4 		$502K Buy
+8,350
New +$499K 0.48% 44

Other funds holding VGSH

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
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
DF
Donoghue Forlines Boston, Massachusetts $361M AUM 49.41% 1-Year Est. Return
AA
Alta Advisers London, United Kingdom $276M AUM 26.84% 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 $1.66B AUM 18.56% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Squar Milner Financial Services's VGSH Position: Q1 2019 in Review

Squar Milner Financial Services sold out of Vanguard Short-Term Treasury ETF (VGSH) in Q1 2019, closing a stake of 8,350 shares — an estimated $502K sold.

Squar Milner Financial Services first reported a position in VGSH in Q4 2018 and held it in 1 quarter. The position peaked at $502K in Q4 2018. 249 funds tracked by Wall St. Rank hold VGSH as of Q1 2019.

  • Squar Milner Financial Services reported no remaining Vanguard Short-Term Treasury ETF position as of Q1 2019 after selling out during the quarter.
  • Squar Milner Financial Services sold 8,350 Vanguard Short-Term Treasury ETF shares in Q1 2019, an estimated $502K.
  • Squar Milner Financial Services first reported a position in Vanguard Short-Term Treasury ETF in Q4 2018 and held it in 1 quarter.
  • Squar Milner Financial Services's Vanguard Short-Term Treasury ETF position peaked at $502K in Q4 2018.
  • 249 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q1 2019.

Based on Squar Milner Financial Services's 13F filing for Q1 2019, filed 25 Apr 2019.