BHWM
VGSH icon

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

Beaird Harris 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
Q2 		$1.24M Sell
21,322
-310
-1% -$18.1K 0.08% 69
2026
Q1 		$1.27M Sell
21,632
-955
-4% -$56.1K 0.09% 68
2025
Q4 		$1.33M Buy
22,587
+3
+0% +$176 0.09% 67
2025
Q3 		$1.33M Buy
22,584
+325
+1% +$19.1K 0.09% 63
2025
Q2 		$1.31M Sell
22,259
-353
-2% -$20.7K 0.1% 63
2025
Q1 		$1.33M Buy
22,612
+6
+0% +$350 0.11% 59
2024
Q4 		$1.32M Buy
22,606
+113
+0.5% +$6.59K 0.11% 59
2024
Q3 		$1.33M Sell
22,493
-602
-3% -$35.3K 0.12% 54
2024
Q2 		$1.34M Sell
23,095
-4,700
-17% -$272K 0.13% 54
2024
Q1 		$1.61M Buy
27,795
+22,845
+462% +$1.33M 0.16% 48
2023
Q4 		$289K Hold
4,950
– – 0.03% 91
2023
Q3 		$285K Sell
4,950
-11,729
-70% -$676K 0.03% 79
2023
Q2 		$963K Buy
+16,679
New +$971K 0.12% 44
2022
Q4 		– Sell
-749
Closed -$43K – 776
2022
Q3 		$43K Buy
+749
New +$43.8K 0.01% 171

Other funds holding VGSH

AT
Arlington Trust Birmingham, Alabama $1.18B AUM 11.55% 1-Year Est. Return
CWM
Chemistry Wealth Management New York $622M AUM 19.32% 1-Year Est. Return
FWP
Falcon Wealth Planning Ontario, California $1.58B AUM 20.99% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
BB
Berkshire Bank Pittsfield, Massachusetts $518M AUM 22.16% 1-Year Est. Return
AWM
Arista Wealth Management Las Vegas, Nevada $927M AUM 24.58% 1-Year Est. Return
GBT
Grove Bank & Trust Miami, Florida $1.01B AUM 26.88% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
SPIA
Strategic Point Investment Advisors Providence, Rhode Island $767M AUM 17.58% 1-Year Est. Return
AHC
Anderson Hoagland & Co St Louis, Missouri $1.28B AUM 29.05% 1-Year Est. Return