Leelyn Smith’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History

Leelyn Smith’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 Q2	–	Sell	-3,456	Closed	-$202K	–	121
2023 Q1	$202K	Sell	3,456 -3,370	-49%	-$196K	0.05%	112
2022 Q4	$200K	Buy	6,826 +3,456	+103%	+$200K	0.05%	109
2022 Q3	$195K	Sell	3,370 -433	-11%	-$25.3K	0.07%	101
2022 Q2	$224K	Sell	3,803 -3,913	-51%	-$231K	0.06%	115
2022 Q1	$457K	Buy	7,716 +3,803	+97%	+$228K	0.12%	94
2021 Q4	$238K	Hold	3,913	–	–	0.06%	108
2021 Q3	$240K	Hold	3,913	–	–	0.07%	102
2021 Q2	$240K	Hold	3,913	–	–	0.07%	103
2021 Q1	$241K	Hold	3,913	–	–	0.07%	113
2020 Q4	$241K	Sell	3,913 -4	-0.1%	-$248	0.08%	111
2020 Q3	$243K	Hold	3,917	–	–	0.09%	106
2020 Q2	$244K	Buy	+3,917	New	+$244K	0.1%	104
2020 Q1	–	Sell	-725	Closed	-$44	–	357
2019 Q4	$44	Buy	+725	New	+$44.1K	0.02%	196

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

WIT LLC District Of Columbia, District of Columbia $5.3B AUM 20.46% 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

SCM

SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

OWM

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

MERSOM

Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.81B AUM 10.88% 1-Year Est. Return

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

Leelyn Smith's VGSH Position: Q2 2023 in Review

Leelyn Smith sold out of Vanguard Short-Term Treasury ETF (VGSH) in Q2 2023, closing a stake of 3,456 shares — an estimated $202K sold.

Leelyn Smith first reported a position in VGSH in Q4 2019 and held it in 13 quarters. The position peaked at $457K in Q1 2022. 803 funds tracked by Wall St. Rank hold VGSH as of Q2 2023.

Leelyn Smith reported no remaining Vanguard Short-Term Treasury ETF position as of Q2 2023 after selling out during the quarter.
Leelyn Smith sold 3,456 Vanguard Short-Term Treasury ETF shares in Q2 2023, an estimated $202K.
Leelyn Smith first reported a position in Vanguard Short-Term Treasury ETF in Q4 2019 and held it in 13 quarters.
Leelyn Smith's Vanguard Short-Term Treasury ETF position peaked at $457K in Q1 2022.
803 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q2 2023.

Based on Leelyn Smith's 13F filing for Q2 2023, filed 10 Aug 2023.