Arcadia Wealth Management (New Hampshire)’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History

Arcadia Wealth Management (New Hampshire)’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	-3,440	Closed	-$200K	–	68
2024 Q4	$200K	Sell	3,440 -154	-4%	-$8.99K	0.1%	61
2024 Q3	$212K	Sell	3,594 -842	-19%	-$49.3K	0.11%	59
2024 Q2	$257K	Buy	4,436 +630	+17%	+$36.4K	0.15%	56
2024 Q1	$221K	Buy	+3,806	New	+$221K	0.14%	53
2023 Q4	–	Sell	-3,543	Closed	-$204K	–	57
2023 Q3	$204K	Buy	+3,543	New	+$204K	0.16%	47
2023 Q2	–	Sell	-26,788	Closed	-$1.57M	–	70
2023 Q1	$1.57M	Buy	26,788 +4,879	+22%	+$283K	1.3%	20
2022 Q4	$1.27M	Buy	+21,909	New	+$1.27M	1.11%	21

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

Arcadia Wealth Management (New Hampshire)'s VGSH Position: Q1 2025 in Review

Arcadia Wealth Management (New Hampshire) sold out of Vanguard Short-Term Treasury ETF (VGSH) in Q1 2025, closing a stake of 3,440 shares — an estimated $200K sold.

Arcadia Wealth Management (New Hampshire) first reported a position in VGSH in Q4 2022 and held it in 7 quarters. The position peaked at $1.57M in Q1 2023. 930 funds tracked by Wall St. Rank hold VGSH as of Q1 2025.

Arcadia Wealth Management (New Hampshire) reported no remaining Vanguard Short-Term Treasury ETF position as of Q1 2025 after selling out during the quarter.
Arcadia Wealth Management (New Hampshire) sold 3,440 Vanguard Short-Term Treasury ETF shares in Q1 2025, an estimated $200K.
Arcadia Wealth Management (New Hampshire) first reported a position in Vanguard Short-Term Treasury ETF in Q4 2022 and held it in 7 quarters.
Arcadia Wealth Management (New Hampshire)'s Vanguard Short-Term Treasury ETF position peaked at $1.57M in Q1 2023.
930 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q1 2025.

Based on Arcadia Wealth Management (New Hampshire)'s 13F filing for Q1 2025, filed 5 May 2025.