Birchbrook’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History

Birchbrook’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	$2.21M	Buy	37,968 +675	+2%	+$39.3K	1.04%	19
2026 Q1	$2.18M	Buy	37,293 +1,677	+5%	+$98.4K	1.07%	19
2025 Q4	$2.09M	Buy	35,616 +1,758	+5%	+$103K	1.04%	20
2025 Q3	$1.99M	Buy	33,858 +662	+2%	+$38.8K	1.03%	20
2025 Q2	$1.95M	Sell	33,196 -5,539	-14%	-$324K	1.05%	19
2025 Q1	$2.27M	Sell	38,735 -17,497	-31%	-$1.02M	1.28%	16
2024 Q4	$3.27M	Buy	56,232 +5,822	+12%	+$340K	1.86%	11
2024 Q3	$2.98M	Buy	50,410 +4,773	+10%	+$280K	1.65%	11
2024 Q2	$2.65M	Buy	45,637 +716	+2%	+$41.4K	1.59%	13
2024 Q1	$2.61M	Buy	44,921 +13,897	+45%	+$808K	1.55%	13
2023 Q4	$1.81M	Buy	+31,024	New	+$1.79M	1.19%	18

Other funds holding VGSH

Arlington Trust Birmingham, Alabama $1.18B AUM 11.55% 1-Year Est. Return

Empirical Wealth Management Seattle, Washington $6.82B AUM 30.02% 1-Year Est. Return

Chemistry Wealth Management New York $622M AUM 19.32% 1-Year Est. Return

Falcon Wealth Planning Ontario, California $1.58B AUM 20.99% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

Klaas Financial Asset Advisors Loves Park, Illinois $803M AUM 13.2% 1-Year Est. Return

Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return

Berkshire Bank Pittsfield, Massachusetts $518M AUM 22.16% 1-Year Est. Return

Arista Wealth Management Las Vegas, Nevada $927M AUM 24.58% 1-Year Est. Return

Grove Bank & Trust Miami, Florida $1.01B AUM 26.88% 1-Year Est. Return