Cannell & Spears’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History

Cannell & Spears’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 Q1	–	Sell	-3,557	Closed	-$206K	–	230
2022 Q4	$206K	Sell	3,557 -1	-0%	-$58	0.02%	214
2022 Q3	$206K	Sell	3,558 -1,158	-25%	-$67.8K	0.02%	179
2022 Q2	$278K	Sell	4,716 -173	-4%	-$10.2K	0.03%	178
2022 Q1	$290K	Sell	4,889 -34	-0.7%	-$2.04K	0.02%	186
2021 Q4	$299K	Sell	4,923 -10	-0.2%	-$612	0.02%	184
2021 Q3	$303K	Buy	4,933 +36	+0.7%	+$2.21K	0.02%	192
2021 Q2	$301K	Buy	4,897 +251	+5%	+$15.4K	0.02%	193
2021 Q1	$286K	Sell	4,646 -3,916	-46%	-$241K	0.02%	188
2020 Q4	$527K	Buy	8,562 +15	+0.2%	+$930	0.04%	131
2020 Q3	$531K	Buy	8,547 +10	+0.1%	+$621	0.05%	126
2020 Q2	$531K	Sell	8,537 -812	-9%	-$50.5K	0.06%	114
2020 Q1	$583K	Buy	+9,349	New	+$574K	0.07%	99

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

WIT LLC District Of Columbia, District of Columbia $5.3B AUM 20.46% 1-Year Est. Return

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

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

OWM

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

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

BTI

Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return

MERSOM

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Cannell & Spears's VGSH Position: Q1 2023 in Review

Cannell & Spears sold out of Vanguard Short-Term Treasury ETF (VGSH) in Q1 2023, closing a stake of 3,557 shares — an estimated $206K sold.

Cannell & Spears first reported a position in VGSH in Q1 2020 and held it in 12 quarters. The position peaked at $583K in Q1 2020. 763 funds tracked by Wall St. Rank hold VGSH as of Q1 2023.

Cannell & Spears reported no remaining Vanguard Short-Term Treasury ETF position as of Q1 2023 after selling out during the quarter.
Cannell & Spears sold 3,557 Vanguard Short-Term Treasury ETF shares in Q1 2023, an estimated $206K.
Cannell & Spears first reported a position in Vanguard Short-Term Treasury ETF in Q1 2020 and held it in 12 quarters.
Cannell & Spears's Vanguard Short-Term Treasury ETF position peaked at $583K in Q1 2020.
763 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q1 2023.

Based on Cannell & Spears's 13F filing for Q1 2023, filed 15 May 2023.