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Crewe Advisors’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History

Crewe 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
2023
Q4 		– Sell
-132
Closed -$7.6K – 692
2023
Q3 		$7.6K Hold
132
– – ﹤0.01% 265
2023
Q2 		$7.62K Buy
+132
New +$7.69K ﹤0.01% 434
2022
Q4 		– Sell
-600
Closed -$35K – 1289
2022
Q3 		$35K Buy
+600
New +$35.1K 0.01% 362

Other funds holding VGSH

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
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
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

Crewe Advisors's VGSH Position: Q4 2023 in Review

Crewe Advisors sold out of Vanguard Short-Term Treasury ETF (VGSH) in Q4 2023, closing a stake of 132 shares — an estimated $7.6K sold.

Crewe Advisors first reported a position in VGSH in Q3 2022 and held it in 3 quarters. The position peaked at $35K in Q3 2022. 854 funds tracked by Wall St. Rank hold VGSH as of Q4 2023.

  • Crewe Advisors reported no remaining Vanguard Short-Term Treasury ETF position as of Q4 2023 after selling out during the quarter.
  • Crewe Advisors sold 132 Vanguard Short-Term Treasury ETF shares in Q4 2023, an estimated $7.6K.
  • Crewe Advisors first reported a position in Vanguard Short-Term Treasury ETF in Q3 2022 and held it in 3 quarters.
  • Crewe Advisors's Vanguard Short-Term Treasury ETF position peaked at $35K in Q3 2022.
  • 854 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q4 2023.

Based on Crewe Advisors's 13F filing for Q4 2023, filed 9 Feb 2024.