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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

Donoghue Forlines Boston, Massachusetts $361M AUM 49.41% 1-Year Est. Return

Alta Advisers London, United Kingdom $276M AUM 26.84% 1-Year Est. Return

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

ETrade Capital Management Arlington, Virginia $5.37B AUM 10.84% 1-Year Est. Return

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