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

Dynasty 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
Q1 		$1.4M Sell
23,949
-12,447
-34% -$731K 0.01% 151
2025
Q4 		$2.14M Sell
36,396
-76,023
-68% -$4.47M 0.02% 128
2025
Q3 		$6.62M Sell
112,419
-132,065
-54% -$7.75M 0.09% 62
2025
Q2 		$14.4M Buy
244,484
+224,314
+1,112% +$13.1M 0.24% 43
2025
Q1 		$1.18M Sell
20,170
-91,709
-82% -$5.35M 0.02% 132
2024
Q4 		$6.51M Sell
111,879
-124,778
-53% -$7.28M 0.11% 53
2024
Q3 		$14M Buy
236,657
+22,828
+11% +$1.34M 0.42% 27
2024
Q2 		$12.4M Sell
213,829
-243,359
-53% -$14.1M 0.37% 35
2024
Q1 		$26.5M Buy
+457,188
New +$26.6M 0.85% 26

Other funds holding VGSH

JP Morgan Chase
JP Morgan Chase New York $1.47T 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
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.5B AUM 21.68% 1-Year Est. Return