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Personal CFO Solutions’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History

Personal CFO Solutions’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
2024
Q4 		– Sell
-5,319
Closed -$314K – 604
2024
Q3 		$314K Buy
5,319
+21
+0.4% +$1.23K 0.04% 407
2024
Q2 		$307K Buy
5,298
+28
+0.5% +$1.62K 0.05% 374
2024
Q1 		$306K Hold
5,270
– – 0.05% 389
2023
Q4 		$307K Sell
5,270
-871
-14% -$50.3K 0.05% 370
2023
Q3 		$354K Sell
6,141
-3,357
-35% -$193K 0.07% 286
2023
Q2 		$548K Buy
9,498
+56
+0.6% +$3.26K 0.11% 189
2023
Q1 		$553K Buy
9,442
+3,300
+54% +$192K 0.11% 177
2022
Q4 		$355K Sell
6,142
-4,437
-42% -$256K 0.08% 260
2022
Q3 		$611K Sell
10,579
-48,713
-82% -$2.85M 0.15% 130
2022
Q2 		$3.49M Buy
+59,292
New +$3.5M 0.82% 28
2020
Q3 		– Sell
-22,992
Closed -$1.43M – 323
2020
Q2 		$1.43M Sell
22,992
-36,307
-61% -$2.26M 0.42% 56
2020
Q1 		$3.7M Buy
+59,299
New +$3.64M 1.33% 10

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
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Personal CFO Solutions's VGSH Position: Q4 2024 in Review

Personal CFO Solutions sold out of Vanguard Short-Term Treasury ETF (VGSH) in Q4 2024, closing a stake of 5,319 shares — an estimated $314K sold.

Personal CFO Solutions first reported a position in VGSH in Q1 2020 and held it in 12 quarters. The position peaked at $3.7M in Q1 2020. 904 funds tracked by Wall St. Rank hold VGSH as of Q4 2024.

  • Personal CFO Solutions reported no remaining Vanguard Short-Term Treasury ETF position as of Q4 2024 after selling out during the quarter.
  • Personal CFO Solutions sold 5,319 Vanguard Short-Term Treasury ETF shares in Q4 2024, an estimated $314K.
  • Personal CFO Solutions first reported a position in Vanguard Short-Term Treasury ETF in Q1 2020 and held it in 12 quarters.
  • Personal CFO Solutions's Vanguard Short-Term Treasury ETF position peaked at $3.7M in Q1 2020.
  • 904 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q4 2024.

Based on Personal CFO Solutions's 13F filing for Q4 2024, filed 7 Feb 2025.