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

Cypress Wealth 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 		$564K Buy
+9,330
New +$561K 0.65% 48

Other funds holding VGSH

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
DF
Donoghue Forlines Boston, Massachusetts $361M AUM 49.41% 1-Year Est. Return
AA
Alta Advisers London, United Kingdom $276M AUM 26.84% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
IA
IndexIQ Advisors New York $2.82B AUM 12.48% 1-Year Est. Return
ECM
ETrade Capital Management Arlington, Virginia $5.37B AUM 10.84% 1-Year Est. Return
BFPW
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

Cypress Wealth Advisors's VGSH Position: Q1 2019 in Review

Cypress Wealth Advisors opened a new position in Vanguard Short-Term Treasury ETF (VGSH) in Q1 2019: 9,330 shares worth $564K. The stake represents 0.65% of the portfolio and ranks #48 among its holdings.

249 funds tracked by Wall St. Rank hold VGSH as of Q1 2019.

  • Cypress Wealth Advisors held 9,330 shares of Vanguard Short-Term Treasury ETF worth $564K as of Q1 2019.
  • Vanguard Short-Term Treasury ETF was a new Cypress Wealth Advisors position in Q1 2019.
  • Vanguard Short-Term Treasury ETF made up 0.65% of Cypress Wealth Advisors's portfolio in Q1 2019, its #48 holding.
  • 249 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q1 2019.

Based on Cypress Wealth Advisors's 13F filing for Q1 2019, filed 17 May 2019.