GWWM
VGSH icon

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

Great Waters 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
Q2 		$1.1M Buy
18,927
+214
+1% +$12.5K 0.1% 43
2026
Q1 		$1.1M Buy
18,713
+533
+3% +$31.3K 0.12% 41
2025
Q4 		$1.07M Sell
18,180
-831
-4% -$48.9K 0.12% 42
2025
Q3 		$1.12M Buy
19,011
+101
+0.5% +$5.92K 0.13% 39
2025
Q2 		$1.11M Buy
18,910
+145
+0.8% +$8.49K 0.14% 39
2025
Q1 		$1.1M Sell
18,765
-2,728
-13% -$159K 0.15% 39
2024
Q4 		$1.25M Sell
21,493
-1,733
-7% -$101K 0.16% 40
2024
Q3 		$1.37M Buy
23,226
+198
+0.9% +$11.6K 0.18% 36
2024
Q2 		$1.34M Sell
23,028
-978
-4% -$56.5K 0.2% 36
2024
Q1 		$1.39M Sell
24,006
-7,736
-24% -$450K 0.23% 33
2023
Q4 		$1.85M Sell
31,742
-390
-1% -$22.5K 0.33% 27
2023
Q3 		$1.85M Buy
32,132
+276
+0.9% +$15.9K 0.37% 28
2023
Q2 		$1.84M Buy
31,856
+56
+0.2% +$3.26K 0.37% 29
2023
Q1 		$1.86M Sell
31,800
-2,169
-6% -$126K 0.39% 29
2022
Q4 		$1.98M Buy
+33,969
New +$1.96M 0.43% 28

Other funds holding VGSH

AT
Arlington Trust Birmingham, Alabama $1.18B AUM 11.55% 1-Year Est. Return
CWM
Chemistry Wealth Management New York $622M AUM 19.32% 1-Year Est. Return
FWP
Falcon Wealth Planning Ontario, California $1.58B AUM 20.99% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
BB
Berkshire Bank Pittsfield, Massachusetts $518M AUM 22.16% 1-Year Est. Return
AWM
Arista Wealth Management Las Vegas, Nevada $927M AUM 24.58% 1-Year Est. Return
GBT
Grove Bank & Trust Miami, Florida $1.01B AUM 26.88% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
SPIA
Strategic Point Investment Advisors Providence, Rhode Island $767M AUM 17.58% 1-Year Est. Return
AHC
Anderson Hoagland & Co St Louis, Missouri $1.28B AUM 29.05% 1-Year Est. Return