Atlantic Edge Private Wealth Management’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History

Atlantic Edge Private 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	-94	Closed	-$5.47K	–	522
2024 Q4	$5.47K	Hold	94	–	–	﹤0.01%	382
2024 Q3	$5.55K	Sell	94 -641	-87%	-$37.5K	﹤0.01%	385
2024 Q2	$42.6K	Hold	735	–	–	0.01%	203
2024 Q1	$42.7K	Sell	735 -10,475	-93%	-$609K	0.01%	203
2023 Q4	$654K	Buy	+11,210	New	+$648K	0.27%	81

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

Atlantic Edge Private Wealth Management's VGSH Position: Q1 2025 in Review

Atlantic Edge Private Wealth Management sold out of Vanguard Short-Term Treasury ETF (VGSH) in Q1 2025, closing a stake of 94 shares — an estimated $5.47K sold.

Atlantic Edge Private Wealth Management first reported a position in VGSH in Q4 2023 and held it in 5 quarters. The position peaked at $654K in Q4 2023. 930 funds tracked by Wall St. Rank hold VGSH as of Q1 2025.

Atlantic Edge Private Wealth Management reported no remaining Vanguard Short-Term Treasury ETF position as of Q1 2025 after selling out during the quarter.
Atlantic Edge Private Wealth Management sold 94 Vanguard Short-Term Treasury ETF shares in Q1 2025, an estimated $5.47K.
Atlantic Edge Private Wealth Management first reported a position in Vanguard Short-Term Treasury ETF in Q4 2023 and held it in 5 quarters.
Atlantic Edge Private Wealth Management's Vanguard Short-Term Treasury ETF position peaked at $654K in Q4 2023.
930 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q1 2025.

Based on Atlantic Edge Private Wealth Management's 13F filing for Q1 2025, filed 29 Apr 2025.