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Marshall & Sterling Wealth Advisors’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History

Marshall & Sterling 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
2025
Q1 		– Sell
-239
Closed -$13.9K – 665
2024
Q4 		$13.9K Buy
+239
New +$13.9K 0.01% 213

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

Marshall & Sterling Wealth Advisors's VGSH Position: Q1 2025 in Review

Marshall & Sterling Wealth Advisors sold out of Vanguard Short-Term Treasury ETF (VGSH) in Q1 2025, closing a stake of 239 shares — an estimated $13.9K sold.

Marshall & Sterling Wealth Advisors first reported a position in VGSH in Q4 2024 and held it in 1 quarter. The position peaked at $13.9K in Q4 2024. 930 funds tracked by Wall St. Rank hold VGSH as of Q1 2025.

  • Marshall & Sterling Wealth Advisors reported no remaining Vanguard Short-Term Treasury ETF position as of Q1 2025 after selling out during the quarter.
  • Marshall & Sterling Wealth Advisors sold 239 Vanguard Short-Term Treasury ETF shares in Q1 2025, an estimated $13.9K.
  • Marshall & Sterling Wealth Advisors first reported a position in Vanguard Short-Term Treasury ETF in Q4 2024 and held it in 1 quarter.
  • Marshall & Sterling Wealth Advisors's Vanguard Short-Term Treasury ETF position peaked at $13.9K in Q4 2024.
  • 930 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q1 2025.

Based on Marshall & Sterling Wealth Advisors's 13F filing for Q1 2025, filed 15 May 2025.