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

Laidlaw 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
-97,442
Closed -$5.67M – 155
2024
Q4 		$5.67M Buy
97,442
+18,323
+23% +$1.07M 2.47% 6
2024
Q3 		$4.67M Sell
79,119
-345
-0.4% -$20.2K 2.31% 6
2024
Q2 		$4.61M Buy
79,464
+7,349
+10% +$425K 2.53% 5
2024
Q1 		$4.19M Buy
72,115
+12,318
+21% +$716K 2.34% 6
2023
Q4 		$3.49M Sell
59,797
-27,677
-32% -$1.6M 1.27% 15
2023
Q3 		$5.04M Sell
87,474
-9,645
-10% -$556K 1.67% 7
2023
Q2 		$5.61M Buy
97,119
+487
+0.5% +$28.4K 1.1% 13
2023
Q1 		$5.66M Buy
96,632
+18,979
+24% +$1.1M 1.15% 12
2022
Q4 		$4.49M Sell
77,653
-3,800
-5% -$220K 0.96% 17
2022
Q3 		$4.71M Buy
81,453
+16,865
+26% +$987K 1.1% 15
2022
Q2 		$3.8M Buy
+64,588
New +$3.81M 0.78% 28

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

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

Laidlaw Wealth Management sold out of Vanguard Short-Term Treasury ETF (VGSH) in Q1 2025, closing a stake of 97,442 shares — an estimated $5.67M sold.

Laidlaw Wealth Management first reported a position in VGSH in Q2 2022 and held it in 11 quarters. The position peaked at $5.67M in Q4 2024. 930 funds tracked by Wall St. Rank hold VGSH as of Q1 2025.

  • Laidlaw Wealth Management reported no remaining Vanguard Short-Term Treasury ETF position as of Q1 2025 after selling out during the quarter.
  • Laidlaw Wealth Management sold 97,442 Vanguard Short-Term Treasury ETF shares in Q1 2025, an estimated $5.67M.
  • Laidlaw Wealth Management first reported a position in Vanguard Short-Term Treasury ETF in Q2 2022 and held it in 11 quarters.
  • Laidlaw Wealth Management's Vanguard Short-Term Treasury ETF position peaked at $5.67M in Q4 2024.
  • 930 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q1 2025.

Based on Laidlaw Wealth Management's 13F filing for Q1 2025, filed 16 May 2025.