Azimuth Capital Investment Management’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History

Azimuth Capital Investment Management’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
2023 Q4	–	Sell	-13,484	Closed	-$777K	–	307
2023 Q3	$777K	Sell	13,484 -1,650	-11%	-$95.1K	0.04%	222
2023 Q2	$874K	Sell	15,134 -2,541	-14%	-$148K	0.04%	224
2023 Q1	$1.03M	Buy	17,675 +200	+1%	+$11.6K	0.05%	214
2022 Q4	$1.01M	Hold	17,475	–	–	0.05%	218
2022 Q3	$1.01M	Sell	17,475 -5,100	-23%	-$299K	0.06%	212
2022 Q2	$1.33M	Buy	+22,575	New	+$1.33M	0.07%	210

Other funds holding VGSH

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

MERSOM

Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.81B AUM 10.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

PCIG

Partners Capital Investment Group Boston, Massachusetts $2.65B AUM 16.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

Azimuth Capital Investment Management's VGSH Position: Q4 2023 in Review

Azimuth Capital Investment Management sold out of Vanguard Short-Term Treasury ETF (VGSH) in Q4 2023, closing a stake of 13,484 shares — an estimated $777K sold.

Azimuth Capital Investment Management first reported a position in VGSH in Q2 2022 and held it in 6 quarters. The position peaked at $1.33M in Q2 2022. 854 funds tracked by Wall St. Rank hold VGSH as of Q4 2023.

Azimuth Capital Investment Management reported no remaining Vanguard Short-Term Treasury ETF position as of Q4 2023 after selling out during the quarter.
Azimuth Capital Investment Management sold 13,484 Vanguard Short-Term Treasury ETF shares in Q4 2023, an estimated $777K.
Azimuth Capital Investment Management first reported a position in Vanguard Short-Term Treasury ETF in Q2 2022 and held it in 6 quarters.
Azimuth Capital Investment Management's Vanguard Short-Term Treasury ETF position peaked at $1.33M in Q2 2022.
854 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q4 2023.

Based on Azimuth Capital Investment Management's 13F filing for Q4 2023, filed 13 Feb 2024.