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

Gitterman 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
2025 Q1	–	Sell	-4,327	Closed	-$252K	–	159
2024 Q4	$252K	Sell	4,327 -361	-8%	-$21.1K	0.11%	88
2024 Q3	$277K	Sell	4,688 -1,743,761	-100%	-$102M	0.12%	73
2024 Q2	$101M	Sell	1,748,449 -8,472	-0.5%	-$490K	39.08%	1
2024 Q1	$102M	Buy	1,756,921 +105,079	+6%	+$6.11M	39.55%	1
2023 Q4	$96.4M	Buy	1,651,842 +27,218	+2%	+$1.57M	42.92%	1
2023 Q3	$93.6M	Buy	1,624,624 +13,521	+0.8%	+$779K	44.38%	1
2023 Q2	$93M	Buy	1,611,103 +34,786	+2%	+$2.03M	43.37%	1
2023 Q1	$92.3M	Buy	1,576,317 +40,753	+3%	+$2.37M	43.88%	1
2022 Q4	$88.8M	Buy	+1,535,564	New	+$88.7M	44.47%	1

Other funds holding VGSH

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

OWM

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

PCIG

Partners Capital Investment Group Boston, Massachusetts $2.65B AUM 16.42% 1-Year Est. Return

SCM

SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return

Gitterman Wealth Management's VGSH Position: Q1 2025 in Review

Gitterman Wealth Management sold out of Vanguard Short-Term Treasury ETF (VGSH) in Q1 2025, closing a stake of 4,327 shares — an estimated $252K sold.

Gitterman Wealth Management first reported a position in VGSH in Q4 2022 and held it in 9 quarters. The position peaked at $102M in Q1 2024. 930 funds tracked by Wall St. Rank hold VGSH as of Q1 2025.

Gitterman Wealth Management reported no remaining Vanguard Short-Term Treasury ETF position as of Q1 2025 after selling out during the quarter.
Gitterman Wealth Management sold 4,327 Vanguard Short-Term Treasury ETF shares in Q1 2025, an estimated $252K.
Gitterman Wealth Management first reported a position in Vanguard Short-Term Treasury ETF in Q4 2022 and held it in 9 quarters.
Gitterman Wealth Management's Vanguard Short-Term Treasury ETF position peaked at $102M in Q1 2024.
930 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q1 2025.

Based on Gitterman Wealth Management's 13F filing for Q1 2025, filed 14 May 2025.