HWP
VGSH icon

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

Heritage 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
2025
Q1 		$759K Sell
12,932
-185
-1% -$10.8K 1.16% 21
2024
Q4 		$763K Sell
13,117
-74
-0.6% -$4.32K 0.96% 28
2024
Q3 		$779K Buy
13,191
+363
+3% +$21.3K 0.92% 29
2024
Q2 		$744K Sell
12,828
-4,577
-26% -$264K 1.08% 24
2024
Q1 		$1.02M Hold
17,405
– – 2.07% 15
2023
Q4 		$1.02M Sell
17,405
-186
-1% -$10.8K 2.07% 15
2023
Q3 		$1.01M Sell
17,591
-11,738
-40% -$676K 2.16% 16
2023
Q2 		$1.69M Buy
+29,329
New +$1.71M 1% 30

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
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
State Street
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