Carmichael Hill & Associates’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History

Carmichael Hill & Associates’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
2024 Q3	$1.33M	Buy	22,456 +22,053	+5,472%	+$1.29M	0.47%	50
2024 Q2	$23.4K	Hold	403	–	–	0.01%	462
2024 Q1	$23.4K	Hold	403	–	–	0.01%	450
2023 Q4	$23.5K	Buy	403 +172	+74%	+$9.94K	0.01%	455
2023 Q3	$13.3K	Hold	231	–	–	0.01%	524
2023 Q2	$13.3K	Sell	231 -917	-80%	-$53.4K	0.01%	520
2023 Q1	$67.2K	Hold	1,148	–	–	0.03%	272
2022 Q4	$66.4K	Buy	1,148 +226	+25%	+$13.1K	0.03%	289
2022 Q3	$53K	Hold	922	–	–	0.03%	320
2022 Q2	$54K	Hold	922	–	–	0.03%	315
2022 Q1	$55K	Sell	922 -1,071	-54%	-$64.3K	0.03%	344
2021 Q4	$121K	Buy	1,993 +32	+2%	+$1.96K	0.05%	232
2021 Q3	$120K	Buy	1,961 +48	+3%	+$2.95K	0.06%	225
2021 Q2	$118K	Hold	1,913	–	–	0.06%	227
2021 Q1	$118K	Hold	1,913	–	–	0.07%	213
2020 Q4	$118K	Buy	1,913 +129	+7%	+$7.99K	0.07%	200
2020 Q3	$111K	Hold	1,784	–	–	0.07%	199
2020 Q2	$111K	Hold	1,784	–	–	0.08%	183
2020 Q1	$111K	Buy	1,784 +1,047	+142%	+$64.3K	0.1%	160
2019 Q4	$45K	Buy	+737	New	+$44.9K	0.03%	296

Other funds holding VGSH

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

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

OWM

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

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 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

SCM

SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return

Carmichael Hill & Associates's VGSH Position: Q3 2024 in Review

Carmichael Hill & Associates increased its Vanguard Short-Term Treasury ETF (VGSH) stake by 5,472% in Q3 2024, buying an estimated $1.29M and bringing the position to 22,456 shares worth $1.33M. The position accounts for 0.47% of the portfolio, ranked #50.

Carmichael Hill & Associates first reported a position in VGSH in Q4 2019 and has held it in 20 quarters since. 842 funds tracked by Wall St. Rank hold VGSH as of Q3 2024.

Carmichael Hill & Associates held 22,456 shares of Vanguard Short-Term Treasury ETF worth $1.33M as of Q3 2024.
Carmichael Hill & Associates bought 22,053 Vanguard Short-Term Treasury ETF shares in Q3 2024, an estimated $1.29M.
Vanguard Short-Term Treasury ETF made up 0.47% of Carmichael Hill & Associates's portfolio in Q3 2024, its #50 holding.
Carmichael Hill & Associates first reported a position in Vanguard Short-Term Treasury ETF in Q4 2019 and has held it in 20 quarters since.
842 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q3 2024.

Based on Carmichael Hill & Associates's 13F filing for Q3 2024, filed 29 Oct 2024.