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

Monument Group 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
Q1 		$560K Sell
9,574
-69
-0.7% -$4.05K 0.31% 17
2025
Q4 		$566K Hold
9,643
– – 0.31% 19
2025
Q3 		$567K Sell
9,643
-55
-0.6% -$3.23K 0.33% 15
2025
Q2 		$570K Sell
9,698
-63
-0.6% -$3.69K 0.36% 18
2025
Q1 		$573K Sell
9,761
-214
-2% -$12.5K 0.4% 18
2024
Q4 		$580K Sell
9,975
-310
-3% -$18.1K 0.41% 16
2024
Q3 		$607K Sell
10,285
-170
-2% -$9.96K 0.36% 18
2024
Q2 		$606K Sell
10,455
-35
-0.3% -$2.02K 0.41% 19
2024
Q1 		$609K Hold
10,490
– – 0.45% 18
2023
Q4 		$612K Buy
+10,490
New +$606K 0.52% 16

Other funds holding VGSH

JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.5B AUM 21.68% 1-Year Est. Return