Optivise Advisory Services’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History
Bought
Maintained
Sold
Other funds holding VGSH
OWM
NP
RWP
Optivise Advisory Services's VGSH Position: Q3 2025 in Review
Optivise Advisory Services sold out of Vanguard Short-Term Treasury ETF (VGSH) in Q3 2025, closing a stake of 16,173 shares — an estimated $951K sold.
Optivise Advisory Services first reported a position in VGSH in Q2 2024 and held it in 5 quarters. The position peaked at $951K in Q2 2025. 938 funds tracked by Wall St. Rank hold VGSH as of Q3 2025.
- Optivise Advisory Services reported no remaining Vanguard Short-Term Treasury ETF position as of Q3 2025 after selling out during the quarter.
- Optivise Advisory Services sold 16,173 Vanguard Short-Term Treasury ETF shares in Q3 2025, an estimated $951K.
- Optivise Advisory Services first reported a position in Vanguard Short-Term Treasury ETF in Q2 2024 and held it in 5 quarters.
- Optivise Advisory Services's Vanguard Short-Term Treasury ETF position peaked at $951K in Q2 2025.
- 938 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q3 2025.
Based on Optivise Advisory Services's 13F filing for Q3 2025, filed 17 Oct 2025.