Bogart Wealth LLC’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History

Bogart Wealth LLC’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 Q3	–	Sell	-883	Closed	-$51.9K	–	1598
2025 Q2	$51.9K	Buy	883 +458	+108%	+$26.8K	﹤0.01%	443
2025 Q1	$24.9K	Sell	425 -475	-53%	-$27.7K	﹤0.01%	541
2024 Q4	$52.4K	Hold	900	–	–	﹤0.01%	406
2024 Q3	$53.1K	Hold	900	–	–	﹤0.01%	403
2024 Q2	$52.2K	Hold	900	–	–	﹤0.01%	400
2024 Q1	$52.3K	Hold	900	–	–	﹤0.01%	374
2023 Q4	$52.5K	Hold	900	–	–	﹤0.01%	371
2023 Q3	$51.8K	Buy	900 +400	+80%	+$23.1K	﹤0.01%	344
2023 Q2	$28.9K	Hold	500	–	–	﹤0.01%	402
2023 Q1	$29.3K	Buy	+500	New	+$29K	﹤0.01%	402

Other funds holding VGSH

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

NorthRock Partners Minneapolis, Minnesota $6.89B AUM 19.83% 1-Year Est. Return

RWP

RWA Wealth Partners Newton, Massachusetts $10.4B AUM 21.69% 1-Year Est. Return

Bogart Wealth LLC's VGSH Position: Q3 2025 in Review

Bogart Wealth LLC sold out of Vanguard Short-Term Treasury ETF (VGSH) in Q3 2025, closing a stake of 883 shares — an estimated $51.9K sold.

Bogart Wealth LLC first reported a position in VGSH in Q1 2023 and held it in 10 quarters. The position peaked at $53.1K in Q3 2024. 938 funds tracked by Wall St. Rank hold VGSH as of Q3 2025.

Bogart Wealth LLC reported no remaining Vanguard Short-Term Treasury ETF position as of Q3 2025 after selling out during the quarter.
Bogart Wealth LLC sold 883 Vanguard Short-Term Treasury ETF shares in Q3 2025, an estimated $51.9K.
Bogart Wealth LLC first reported a position in Vanguard Short-Term Treasury ETF in Q1 2023 and held it in 10 quarters.
Bogart Wealth LLC's Vanguard Short-Term Treasury ETF position peaked at $53.1K in Q3 2024.
938 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q3 2025.

Based on Bogart Wealth LLC's 13F filing for Q3 2025, filed 27 Oct 2025.