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Stuart Chaussee & Associates’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History

Stuart Chaussee & Associates’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
2021
Q1 		– Sell
-7,510
Closed -$463K – 288
2020
Q4 		$463K Sell
7,510
-2,010
-21% -$125K 0.19% 15
2020
Q3 		$591K Sell
9,520
-2,395
-20% -$149K 0.27% 12
2020
Q2 		$741K Buy
11,915
+9,500
+393% +$591K 0.39% 9
2020
Q1 		$151K Buy
+2,415
New +$148K 0.14% 16

Other funds holding VGSH

WL
WIT LLC District Of Columbia, District of Columbia $6.26B AUM 22.48% 1-Year Est. Return
AIG
American International Group New York $2.93M AUM 12.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
NA
NextCapital Advisers Chicago, Illinois $5.15B AUM 14.37% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Stuart Chaussee & Associates's VGSH Position: Q1 2021 in Review

Stuart Chaussee & Associates sold out of Vanguard Short-Term Treasury ETF (VGSH) in Q1 2021, closing a stake of 7,510 shares — an estimated $463K sold.

Stuart Chaussee & Associates first reported a position in VGSH in Q1 2020 and held it in 4 quarters. The position peaked at $741K in Q2 2020. 502 funds tracked by Wall St. Rank hold VGSH as of Q1 2021.

  • Stuart Chaussee & Associates reported no remaining Vanguard Short-Term Treasury ETF position as of Q1 2021 after selling out during the quarter.
  • Stuart Chaussee & Associates sold 7,510 Vanguard Short-Term Treasury ETF shares in Q1 2021, an estimated $463K.
  • Stuart Chaussee & Associates first reported a position in Vanguard Short-Term Treasury ETF in Q1 2020 and held it in 4 quarters.
  • Stuart Chaussee & Associates's Vanguard Short-Term Treasury ETF position peaked at $741K in Q2 2020.
  • 502 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q1 2021.

Based on Stuart Chaussee & Associates's 13F filing for Q1 2021, filed 11 May 2021.