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AWM
Aries Wealth Management’s
Vanguard Short-Term Treasury ETF
VGSH
Stock Holding History
Aries 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
2026
Q1
$462K
Hold
7,890
–
–
0.1%
155
2025
Q4
$463K
Buy
7,890
+848
+12%
+$49.9K
0.1%
154
2025
Q3
$414K
Buy
7,042
+1,979
+39%
+$116K
0.1%
158
2025
Q2
$298K
Hold
5,063
–
–
0.08%
182
2025
Q1
$297K
Hold
5,063
–
–
0.08%
180
2024
Q4
$295K
Buy
5,063
+770
+18%
+$44.9K
0.08%
181
2024
Q3
$253K
Hold
4,293
–
–
0.07%
201
2024
Q2
$249K
Buy
4,293
+103
+2%
+$5.95K
0.08%
179
2024
Q1
$243K
Buy
4,190
+344
+9%
+$20K
0.08%
185
2023
Q4
$224K
Hold
3,846
–
–
0.08%
183
2023
Q3
$221K
Hold
3,846
–
–
0.09%
179
2023
Q2
$222K
Hold
3,846
–
–
0.09%
180
2023
Q1
$225K
Buy
3,846
+175
+5%
+$10.2K
0.09%
174
2022
Q4
$212K
Buy
+3,671
New
+$212K
0.09%
175
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$1.47T AUM
27.86%
1-Year Est. Return
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$1.66T AUM
25.57%
1-Year Est. Return
Bank of America
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$1.37T AUM
24.88%
1-Year Est. Return
Baird Financial Group
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$64B AUM
22.64%
1-Year Est. Return
Goldman Sachs
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$761B AUM
31.28%
1-Year Est. Return
Northern Trust
Chicago, Illinois
$757B AUM
28.64%
1-Year Est. Return
UBS Group
Zurich, Switzerland
$564B AUM
30.12%
1-Year Est. Return
OWM
Orgel Wealth Management
Altoona, Wisconsin
$5.27B AUM
16.18%
1-Year Est. Return
Wells Fargo
San Francisco, California
$501B AUM
22.01%
1-Year Est. Return
Cerity Partners
New York
$70.5B AUM
21.68%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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