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

Opal 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 Q3	–	Sell	-2,986	Closed	-$176K	–	532
2025 Q2	$176K	Sell	2,986 -251	-8%	-$14.7K	0.05%	211
2025 Q1	$190K	Buy	+3,237	New	+$189K	0.06%	188
2024 Q4	–	Sell	-3,755	Closed	-$222K	–	204
2024 Q3	$222K	Buy	3,755 +37	+1%	+$2.17K	0.07%	168
2024 Q2	$216K	Sell	3,718 -1,925	-34%	-$111K	0.07%	162
2024 Q1	$328K	Buy	5,643 +1,588	+39%	+$92.3K	0.11%	119
2023 Q4	$237K	Sell	4,055 -189	-4%	-$10.9K	0.09%	151
2023 Q3	$244K	Sell	4,244 -255	-6%	-$14.7K	0.14%	122
2023 Q2	$260K	Buy	+4,499	New	+$262K	0.13%	119

Other funds holding VGSH

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

NorthRock Partners Minneapolis, Minnesota $6.89B AUM 19.83% 1-Year Est. Return

RWP

RWA Wealth Partners Newton, Massachusetts $10.4B AUM 21.69% 1-Year Est. Return

Opal Wealth Advisors's VGSH Position: Q3 2025 in Review

Opal Wealth Advisors sold out of Vanguard Short-Term Treasury ETF (VGSH) in Q3 2025, closing a stake of 2,986 shares — an estimated $176K sold.

Opal Wealth Advisors first reported a position in VGSH in Q2 2023 and held it in 8 quarters. The position peaked at $328K in Q1 2024. 938 funds tracked by Wall St. Rank hold VGSH as of Q3 2025.

Opal Wealth Advisors reported no remaining Vanguard Short-Term Treasury ETF position as of Q3 2025 after selling out during the quarter.
Opal Wealth Advisors sold 2,986 Vanguard Short-Term Treasury ETF shares in Q3 2025, an estimated $176K.
Opal Wealth Advisors first reported a position in Vanguard Short-Term Treasury ETF in Q2 2023 and held it in 8 quarters.
Opal Wealth Advisors's Vanguard Short-Term Treasury ETF position peaked at $328K in Q1 2024.
938 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q3 2025.

Based on Opal Wealth Advisors's 13F filing for Q3 2025, filed 24 Oct 2025.