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Carolinas Wealth Consulting’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History

Carolinas Wealth Consulting’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
Q2 		– Sell
-397
Closed -$23.3K – 912
2025
Q1 		$23.3K Sell
397
-331
-45% -$19.3K 0.01% 438
2024
Q4 		$42.3K Buy
728
+6
+0.8% +$350 0.01% 388
2024
Q3 		$42.6K Buy
722
+5
+0.7% +$293 0.01% 387
2024
Q2 		$41.5K Sell
717
-461
-39% -$26.6K 0.01% 389
2024
Q1 		$68.4K Sell
1,178
-2,343
-67% -$136K 0.01% 331
2023
Q4 		$205K Sell
3,521
-503
-13% -$29.1K 0.04% 157
2023
Q3 		$232K Sell
4,024
-101,784
-96% -$5.87M 0.06% 133
2023
Q2 		$6.11M Sell
105,808
-6,224
-6% -$362K 1.21% 21
2023
Q1 		$6.56M Buy
112,032
+107,381
+2,309% +$6.23M 1.4% 18
2022
Q4 		$269K Sell
4,651
-250
-5% -$14.4K 0.06% 142
2022
Q3 		$283K Buy
4,901
+788
+19% +$46.1K 0.07% 125
2022
Q2 		$242K Sell
4,113
-127
-3% -$7.49K 0.06% 139
2022
Q1 		$251K Buy
4,240
+247
+6% +$14.8K 0.06% 146
2021
Q4 		$243K Sell
3,993
-357
-8% -$21.8K 0.05% 153
2021
Q3 		$267K Buy
4,350
+5
+0.1% +$307 0.06% 126
2021
Q2 		$267K Sell
4,345
-565
-12% -$34.8K 0.06% 136
2021
Q1 		$302K Sell
4,910
-7,029
-59% -$433K 0.07% 124
2020
Q4 		$735K Buy
11,939
+7,264
+155% +$450K 0.2% 58
2020
Q3 		$290K Buy
4,675
+2,277
+95% +$141K 0.1% 92
2020
Q2 		$149K Sell
2,398
-127
-5% -$7.9K 0.06% 118
2020
Q1 		$157K Buy
+2,525
New +$155K 0.09% 105

Other funds holding VGSH

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
NP
NorthRock Partners Minneapolis, Minnesota $6.2B AUM 15.8% 1-Year Est. Return

Carolinas Wealth Consulting's VGSH Position: Q2 2025 in Review

Carolinas Wealth Consulting sold out of Vanguard Short-Term Treasury ETF (VGSH) in Q2 2025, closing a stake of 397 shares — an estimated $23.3K sold.

Carolinas Wealth Consulting first reported a position in VGSH in Q1 2020 and held it in 21 quarters. The position peaked at $6.56M in Q1 2023. 943 funds tracked by Wall St. Rank hold VGSH as of Q2 2025.

  • Carolinas Wealth Consulting reported no remaining Vanguard Short-Term Treasury ETF position as of Q2 2025 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 397 Vanguard Short-Term Treasury ETF shares in Q2 2025, an estimated $23.3K.
  • Carolinas Wealth Consulting first reported a position in Vanguard Short-Term Treasury ETF in Q1 2020 and held it in 21 quarters.
  • Carolinas Wealth Consulting's Vanguard Short-Term Treasury ETF position peaked at $6.56M in Q1 2023.
  • 943 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q2 2025.

Based on Carolinas Wealth Consulting's 13F filing for Q2 2025.