LI
VGSH icon

LRI Investments’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History

LRI Investments’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 		$659K Hold
11,315
– – 0.05% 162
2026
Q1 		$662K Hold
11,315
– – 0.06% 149
2025
Q4 		$665K Hold
11,315
– – 0.05% 148
2025
Q3 		$666K Sell
11,315
-193
-2% -$11.3K 0.05% 155
2025
Q2 		$676K Hold
11,508
– – 0.06% 147
2025
Q1 		$675K Buy
11,508
+143
+1% +$8.35K 0.07% 139
2024
Q4 		$661K Hold
11,365
– – 0.06% 114
2024
Q3 		$661K Hold
11,365
– – 0.06% 124
2024
Q2 		$659K Hold
11,365
– – 0.08% 93
2024
Q1 		$660K Buy
+11,365
New +$661K 0.17% 61

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