Apollon Wealth Management’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History

Apollon Wealth Management’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
2025 Q1	–	Sell	-4,206	Closed	-$245K	–	1276
2024 Q4	$245K	Buy	+4,206	New	+$245K	0.01%	1021
2024 Q3	–	Sell	-4,519	Closed	-$262K	–	1173
2024 Q2	$262K	Sell	4,519 -1,475	-25%	-$85.2K	0.01%	911
2024 Q1	$348K	Sell	5,994 -26,932	-82%	-$1.57M	0.01%	818
2023 Q4	$1.92M	Buy	32,926 +26,497	+412%	+$1.53M	0.07%	268
2023 Q3	$370K	Sell	6,429 -1,402	-18%	-$80.8K	0.02%	634
2023 Q2	$452K	Buy	7,831 +183	+2%	+$10.7K	0.02%	621
2023 Q1	$448K	Buy	7,648 +1,502	+24%	+$87.2K	0.03%	565
2022 Q4	$355K	Buy	6,146 +1,067	+21%	+$61.6K	0.03%	613
2022 Q3	$294K	Buy	5,079 +1,435	+39%	+$84K	0.02%	605
2022 Q2	$214K	Buy	+3,644	New	+$215K	0.02%	661

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

OWM

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

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

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

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

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

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

PCIG

Partners Capital Investment Group Boston, Massachusetts $2.65B AUM 16.42% 1-Year Est. Return

SCM

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

Apollon Wealth Management's VGSH Position: Q1 2025 in Review

Apollon Wealth Management sold out of Vanguard Short-Term Treasury ETF (VGSH) in Q1 2025, closing a stake of 4,206 shares — an estimated $245K sold.

Apollon Wealth Management first reported a position in VGSH in Q2 2022 and held it in 10 quarters. The position peaked at $1.92M in Q4 2023. 930 funds tracked by Wall St. Rank hold VGSH as of Q1 2025.

Apollon Wealth Management reported no remaining Vanguard Short-Term Treasury ETF position as of Q1 2025 after selling out during the quarter.
Apollon Wealth Management sold 4,206 Vanguard Short-Term Treasury ETF shares in Q1 2025, an estimated $245K.
Apollon Wealth Management first reported a position in Vanguard Short-Term Treasury ETF in Q2 2022 and held it in 10 quarters.
Apollon Wealth Management's Vanguard Short-Term Treasury ETF position peaked at $1.92M in Q4 2023.
930 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q1 2025.

Based on Apollon Wealth Management's 13F filing for Q1 2025, filed 2 May 2025.