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

IHT 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
-4,935
Closed -$287K – 1153
2024
Q4 		$287K Sell
4,935
-2,086
-30% -$122K 0.01% 867
2024
Q3 		$414K Buy
7,021
+3,165
+82% +$185K 0.01% 780
2024
Q2 		$224K Sell
3,856
-2,979
-44% -$172K 0.01% 907
2024
Q1 		$397K Sell
6,835
-411
-6% -$23.9K 0.02% 707
2023
Q4 		$423K Sell
7,246
-456
-6% -$26.4K 0.02% 657
2023
Q3 		$444K Buy
7,702
+2,993
+64% +$172K 0.02% 590
2023
Q2 		$272K Buy
+4,709
New +$274K 0.01% 759

Other funds holding VGSH

JP Morgan Chase
JP Morgan Chase New York $1.56T 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 $871B 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

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

IHT Wealth Management sold out of Vanguard Short-Term Treasury ETF (VGSH) in Q1 2025, closing a stake of 4,935 shares — an estimated $287K sold.

IHT Wealth Management first reported a position in VGSH in Q2 2023 and held it in 7 quarters. The position peaked at $444K in Q3 2023. 930 funds tracked by Wall St. Rank hold VGSH as of Q1 2025.

  • IHT Wealth Management reported no remaining Vanguard Short-Term Treasury ETF position as of Q1 2025 after selling out during the quarter.
  • IHT Wealth Management sold 4,935 Vanguard Short-Term Treasury ETF shares in Q1 2025, an estimated $287K.
  • IHT Wealth Management first reported a position in Vanguard Short-Term Treasury ETF in Q2 2023 and held it in 7 quarters.
  • IHT Wealth Management's Vanguard Short-Term Treasury ETF position peaked at $444K in Q3 2023.
  • 930 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q1 2025.

Based on IHT Wealth Management's 13F filing for Q1 2025, filed 15 May 2025.