Kassira 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
$4.24M Buy
72,930
+1,361
+2% +$79.3K 3.4% 9
2026
Q1
$4.19M Buy
71,569
+2,696
+4% +$158K 3.85% 7
2025
Q4
$4.04M Buy
68,873
+7,335
+12% +$431K 3.84% 7
2025
Q3
$3.62M Buy
+61,538
New +$3.61M 3.49% 7

Other funds holding VGSH

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

Kassira Wealth Management increased its Vanguard Short-Term Treasury ETF (VGSH) stake by 1.9% in Q2 2026, buying an estimated $79.3K and bringing the position to 72,930 shares worth $4.24M. The position accounts for 3.4% of the portfolio, ranked #9.

Kassira Wealth Management first reported a position in VGSH in Q3 2025 and has held it in 4 quarters since. 1,087 funds tracked by Wall St. Rank hold VGSH as of Q2 2026.

  • Kassira Wealth Management held 72,930 shares of Vanguard Short-Term Treasury ETF worth $4.24M as of Q2 2026.
  • Kassira Wealth Management bought 1,361 Vanguard Short-Term Treasury ETF shares in Q2 2026, an estimated $79.3K.
  • Vanguard Short-Term Treasury ETF made up 3.4% of Kassira Wealth Management's portfolio in Q2 2026, its #9 holding.
  • Kassira Wealth Management first reported a position in Vanguard Short-Term Treasury ETF in Q3 2025 and has held it in 4 quarters since.
  • 1,087 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q2 2026.

Based on Kassira Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.