Elevation Wealth Partners’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History

Elevation Wealth Partners’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	$45.9K	Buy	789 +3	+0.4%	+$175	0.01%	326
2026 Q1	$46K	Buy	786 +2	+0.3%	+$117	0.02%	254
2025 Q4	$46.1K	Buy	784 +3	+0.4%	+$176	0.02%	251
2025 Q3	$45.9K	Buy	781 +3	+0.4%	+$176	0.02%	250
2025 Q2	$45.7K	Buy	778 +3	+0.4%	+$176	0.02%	246
2025 Q1	$45.5K	Buy	775 +2	+0.3%	+$117	0.02%	237
2024 Q4	$45K	Buy	773 +4	+0.5%	+$233	0.02%	239
2024 Q3	$45.4K	Buy	769 +3	+0.4%	+$176	0.02%	227
2024 Q2	$44.4K	Buy	766 +3	+0.4%	+$173	0.02%	223
2024 Q1	$44.3K	Buy	763 +5	+0.7%	+$291	0.02%	230
2023 Q4	$43.6K	Hold	758	–	–	0.03%	222
2023 Q3	$43.6K	Buy	758 +3	+0.4%	+$173	0.04%	162
2023 Q2	$43.6K	Buy	755 +2	+0.3%	+$116	0.04%	169
2023 Q1	$44.1K	Buy	+753	New	+$43.7K	0.04%	172

Other funds holding VGSH

Arlington Trust Birmingham, Alabama $1.18B AUM 11.55% 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

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

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

Strategic Point Investment Advisors Providence, Rhode Island $767M AUM 17.58% 1-Year Est. Return

Anderson Hoagland & Co St Louis, Missouri $1.28B AUM 29.05% 1-Year Est. Return