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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$798K Buy
13,717
+515
+4% +$30K 5.41% 10
2026
Q1
$773K Buy
+13,202
New +$775K 6.11% 7

Other funds holding VGSH

Immaculate Wealth Management's VGSH Position: Q2 2026 in Review

Immaculate Wealth Management increased its Vanguard Short-Term Treasury ETF (VGSH) stake by 3.9% in Q2 2026, buying an estimated $30K and bringing the position to 13,717 shares worth $798K. The position accounts for 5.41% of the portfolio, ranked #10.

Immaculate Wealth Management first reported a position in VGSH in Q1 2026 and has held it in 2 quarters since. 1,093 funds tracked by Wall St. Rank hold VGSH as of Q2 2026.

  • Immaculate Wealth Management held 13,717 shares of Vanguard Short-Term Treasury ETF worth $798K as of Q2 2026.
  • Immaculate Wealth Management bought 515 Vanguard Short-Term Treasury ETF shares in Q2 2026, an estimated $30K.
  • Vanguard Short-Term Treasury ETF made up 5.41% of Immaculate Wealth Management's portfolio in Q2 2026, its #10 holding.
  • Immaculate Wealth Management first reported a position in Vanguard Short-Term Treasury ETF in Q1 2026 and has held it in 2 quarters since.
  • 1,093 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q2 2026.

Based on Immaculate Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.