Lee Financial’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History

Lee Financial’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 Q1	–	Sell	-135	Closed	-$7.88K	–	793
2023 Q4	$7.88K	Hold	135	–	–	﹤0.01%	472
2023 Q3	$7.78K	Sell	135 -927	-87%	-$53.4K	﹤0.01%	446
2023 Q2	$61.3K	Sell	1,062 -73	-6%	-$4.25K	0.01%	204
2023 Q1	$66.4K	Buy	+1,135	New	+$65.9K	0.01%	211

Other funds holding VGSH

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

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

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

OWM

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

Lee Financial's VGSH Position: Q1 2024 in Review

Lee Financial sold out of Vanguard Short-Term Treasury ETF (VGSH) in Q1 2024, closing a stake of 135 shares — an estimated $7.88K sold.

Lee Financial first reported a position in VGSH in Q1 2023 and held it in 4 quarters. The position peaked at $66.4K in Q1 2023. 839 funds tracked by Wall St. Rank hold VGSH as of Q1 2024.

Lee Financial reported no remaining Vanguard Short-Term Treasury ETF position as of Q1 2024 after selling out during the quarter.
Lee Financial sold 135 Vanguard Short-Term Treasury ETF shares in Q1 2024, an estimated $7.88K.
Lee Financial first reported a position in Vanguard Short-Term Treasury ETF in Q1 2023 and held it in 4 quarters.
Lee Financial's Vanguard Short-Term Treasury ETF position peaked at $66.4K in Q1 2023.
839 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q1 2024.

Based on Lee Financial's 13F filing for Q1 2024, filed 15 May 2024.