Authentikos Wealth Advisory’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History

Authentikos Wealth Advisory’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	-14,446	Closed	-$840K	–	101
2024 Q4	$840K	Sell	14,446 -1,083	-7%	-$63.2K	0.83%	32
2024 Q3	$917K	Buy	+15,529	New	+$910K	0.88%	32
2024 Q2	–	Sell	-12,695	Closed	-$737K	–	70
2024 Q1	$737K	Buy	12,695 +692	+6%	+$40.2K	0.74%	33
2023 Q4	$700K	Sell	12,003 -876	-7%	-$50.6K	0.74%	32
2023 Q3	$742K	Buy	12,879 +2,795	+28%	+$161K	0.72%	31
2023 Q2	$582K	Buy	10,084 +1,614	+19%	+$94K	0.55%	35
2023 Q1	$490K	Buy	+8,470	New	+$492K	0.5%	33

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

Authentikos Wealth Advisory's VGSH Position: Q1 2025 in Review

Authentikos Wealth Advisory sold out of Vanguard Short-Term Treasury ETF (VGSH) in Q1 2025, closing a stake of 14,446 shares — an estimated $840K sold.

Authentikos Wealth Advisory first reported a position in VGSH in Q1 2023 and held it in 7 quarters. The position peaked at $917K in Q3 2024. 930 funds tracked by Wall St. Rank hold VGSH as of Q1 2025.

Authentikos Wealth Advisory reported no remaining Vanguard Short-Term Treasury ETF position as of Q1 2025 after selling out during the quarter.
Authentikos Wealth Advisory sold 14,446 Vanguard Short-Term Treasury ETF shares in Q1 2025, an estimated $840K.
Authentikos Wealth Advisory first reported a position in Vanguard Short-Term Treasury ETF in Q1 2023 and held it in 7 quarters.
Authentikos Wealth Advisory's Vanguard Short-Term Treasury ETF position peaked at $917K in Q3 2024.
930 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q1 2025.

Based on Authentikos Wealth Advisory's 13F filing for Q1 2025, filed 17 Apr 2025.