4Wealth Advisors’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q3
$3.63M Buy
63,101
+6,107
+11% +$354K 2.51% 6
2026
Q2
$3.32M Buy
56,994
+979
+2% +$57.1K 2.55% 5
2026
Q1
$3.28M Buy
56,015
+3,336
+6% +$196K 2.8% 5
2025
Q4
$3.09M Sell
52,679
-206
-0.4% -$12.1K 2.64% 5
2025
Q3
$3.11M Buy
52,885
+4,187
+9% +$246K 2.78% 4
2025
Q2
$2.86M Buy
48,698
+1,444
+3% +$84.6K 2.91% 4
2025
Q1
$2.77M Buy
47,254
+2,948
+7% +$172K 3.02% 3
2024
Q4
$2.58M Buy
+44,306
New +$2.59M 2.58% 5

Other funds holding VGSH

4Wealth Advisors's VGSH Position: Q3 2026 in Review

4Wealth Advisors increased its Vanguard Short-Term Treasury ETF (VGSH) stake by 11% in Q3 2026, buying an estimated $354K and bringing the position to 63,101 shares worth $3.63M. The position accounts for 2.51% of the portfolio, ranked #6.

4Wealth Advisors first reported a position in VGSH in Q4 2024 and has held it in 8 quarters since. 514 funds tracked by Wall St. Rank hold VGSH as of Q3 2026.

  • 4Wealth Advisors held 63,101 shares of Vanguard Short-Term Treasury ETF worth $3.63M as of Q3 2026.
  • 4Wealth Advisors bought 6,107 Vanguard Short-Term Treasury ETF shares in Q3 2026, an estimated $354K.
  • Vanguard Short-Term Treasury ETF made up 2.51% of 4Wealth Advisors's portfolio in Q3 2026, its #6 holding.
  • 4Wealth Advisors first reported a position in Vanguard Short-Term Treasury ETF in Q4 2024 and has held it in 8 quarters since.
  • 514 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q3 2026.

Based on 4Wealth Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.