IWA
VGSH icon

IVC Wealth Advisors’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History

IVC Wealth Advisors’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 		$345K Buy
5,927
+283
+5% +$16.5K 0.13% 123
2026
Q1 		$330K Buy
5,644
+72
+1% +$4.23K 0.14% 121
2025
Q4 		$327K Buy
5,572
+365
+7% +$21.5K 0.14% 123
2025
Q3 		$306K Buy
+5,207
New +$305K 0.14% 126
2024
Q3 		– Sell
-3,473
Closed -$201K – 175
2024
Q2 		$201K Sell
3,473
-145
-4% -$8.38K 0.11% 160
2024
Q1 		$210K Buy
3,618
+42
+1% +$2.44K 0.12% 154
2023
Q4 		$209K Buy
3,576
+71
+2% +$4.1K 0.13% 151
2023
Q3 		$202K Buy
3,505
+4
+0.1% +$231 0.14% 140
2023
Q2 		$202K Buy
+3,501
New +$204K 0.13% 149
2022
Q3 		– Sell
-4,163
Closed -$245K – 147
2022
Q2 		$245K Sell
4,163
-308
-7% -$18.2K 0.19% 118
2022
Q1 		$265K Buy
+4,471
New +$269K 0.17% 123

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