Vickerman & Driscoll Financial Advisors’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History

Vickerman & Driscoll Financial 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	-195,597	Closed	-$11.8M	–	72
2018 Q4	$11.8M	Buy	195,597 +14,834	+8%	+$886K	9.14%	1
2018 Q3	$10.8M	Buy	180,763 +10,380	+6%	+$621K	7.53%	1
2018 Q2	$10.2M	Buy	170,383 +53,035	+45%	+$3.17M	7.45%	2
2018 Q1	$7.05M	Buy	+117,348	New	+$7.05M	5.2%	3

Other funds holding VGSH

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

Donoghue Forlines Boston, Massachusetts $387M AUM 84.69% 1-Year Est. Return

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

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 Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Vickerman & Driscoll Financial Advisors's VGSH Position: Q1 2019 in Review

Vickerman & Driscoll Financial Advisors sold out of Vanguard Short-Term Treasury ETF (VGSH) in Q1 2019, closing a stake of 195,597 shares — an estimated $11.8M sold.

Vickerman & Driscoll Financial Advisors first reported a position in VGSH in Q1 2018 and held it in 4 quarters. The position peaked at $11.8M in Q4 2018. 249 funds tracked by Wall St. Rank hold VGSH as of Q1 2019.

Vickerman & Driscoll Financial Advisors reported no remaining Vanguard Short-Term Treasury ETF position as of Q1 2019 after selling out during the quarter.
Vickerman & Driscoll Financial Advisors sold 195,597 Vanguard Short-Term Treasury ETF shares in Q1 2019, an estimated $11.8M.
Vickerman & Driscoll Financial Advisors first reported a position in Vanguard Short-Term Treasury ETF in Q1 2018 and held it in 4 quarters.
Vickerman & Driscoll Financial Advisors's Vanguard Short-Term Treasury ETF position peaked at $11.8M in Q4 2018.
249 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q1 2019.

Based on Vickerman & Driscoll Financial Advisors's 13F filing for Q1 2019, filed 13 May 2019.