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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

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

Alta Advisers London, United Kingdom $441M AUM 41.77% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

IndexIQ Advisors New York $2.82B AUM 12.48% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Cypress Wealth Services's VGSH Position: Q2 2019 in Review

Cypress Wealth Services sold out of Vanguard Short-Term Treasury ETF (VGSH) in Q2 2019, closing a stake of 4,620 shares — an estimated $279K sold.

Cypress Wealth Services first reported a position in VGSH in Q4 2017 and held it in 6 quarters. The position peaked at $279K in Q1 2019. 247 funds tracked by Wall St. Rank hold VGSH as of Q2 2019.

Cypress Wealth Services reported no remaining Vanguard Short-Term Treasury ETF position as of Q2 2019 after selling out during the quarter.
Cypress Wealth Services sold 4,620 Vanguard Short-Term Treasury ETF shares in Q2 2019, an estimated $279K.
Cypress Wealth Services first reported a position in Vanguard Short-Term Treasury ETF in Q4 2017 and held it in 6 quarters.
Cypress Wealth Services's Vanguard Short-Term Treasury ETF position peaked at $279K in Q1 2019.
247 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q2 2019.

Based on Cypress Wealth Services's 13F filing for Q2 2019, filed 24 Jul 2019.