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Trinity Legacy Partners’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History

Trinity Legacy Partners’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
-3,662
Closed -$226K – 118
2020
Q4 		$226K Sell
3,662
-22
-0.6% -$1.36K 0.1% 71
2020
Q3 		$229K Sell
3,684
-863
-19% -$53.6K 0.11% 73
2020
Q2 		$283K Buy
+4,547
New +$283K 0.15% 62

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Bank of America
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Morgan Stanley
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UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
VA
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Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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 $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Trinity Legacy Partners's VGSH Position: Q1 2021 in Review

Trinity Legacy Partners sold out of Vanguard Short-Term Treasury ETF (VGSH) in Q1 2021, closing a stake of 3,662 shares — an estimated $226K sold.

Trinity Legacy Partners first reported a position in VGSH in Q2 2020 and held it in 3 quarters. The position peaked at $283K in Q2 2020. 502 funds tracked by Wall St. Rank hold VGSH as of Q1 2021.

  • Trinity Legacy Partners reported no remaining Vanguard Short-Term Treasury ETF position as of Q1 2021 after selling out during the quarter.
  • Trinity Legacy Partners sold 3,662 Vanguard Short-Term Treasury ETF shares in Q1 2021, an estimated $226K.
  • Trinity Legacy Partners first reported a position in Vanguard Short-Term Treasury ETF in Q2 2020 and held it in 3 quarters.
  • Trinity Legacy Partners's Vanguard Short-Term Treasury ETF position peaked at $283K in Q2 2020.
  • 502 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q1 2021.

Based on Trinity Legacy Partners's 13F filing for Q1 2021, filed 21 Apr 2021.