CWS
VGSH icon

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

Cypress Wealth Services’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
Q2 		– Sell
-4,620
Closed -$279K – 270
2019
Q1 		$279K Hold
4,620
– – 0.09% 190
2018
Q4 		$278K Hold
4,620
– – 0.11% 162
2018
Q3 		$276K Hold
4,620
– – 0.1% 172
2018
Q2 		$277K Hold
4,620
– – 0.11% 169
2018
Q1 		$277K Hold
4,620
– – 0.12% 145
2017
Q4 		$278K Buy
+4,620
New +$279K 0.12% 151

Other funds holding VGSH

Bank of America
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State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
TA
Tiedemann Advisors New York $2.33B AUM 15.56% 1-Year Est. Return
ECM
ETrade Capital Management Arlington, Virginia $5.37B AUM 10.84% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return