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Roth Financial Partners’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History

Roth Financial Partners’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
Q2 		$589K Buy
10,120
+2,745
+37% +$160K 0.18% 23
2026
Q1 		$432K Sell
7,375
-9,876
-57% -$580K 0.15% 23
2025
Q4 		$1.01M Buy
17,251
+3,625
+27% +$213K 0.33% 17
2025
Q3 		$802K Sell
13,626
-855
-6% -$50.2K 0.27% 18
2025
Q2 		$851K Buy
14,481
+225
+2% +$13.2K 0.31% 18
2025
Q1 		$837K Buy
14,256
+1,330
+10% +$77.6K 0.33% 17
2024
Q4 		$752K Buy
12,926
+884
+7% +$51.6K 0.3% 16
2024
Q3 		$711K Buy
12,042
+75
+0.6% +$4.39K 0.28% 16
2024
Q2 		$694K Buy
11,967
+7,990
+201% +$462K 0.3% 17
2024
Q1 		$231K Buy
+3,977
New +$231K 0.1% 26

Other funds holding VGSH

AT
Arlington Trust Birmingham, Alabama $1.18B AUM 11.55% 1-Year Est. Return
CWM
Chemistry Wealth Management New York $622M AUM 19.32% 1-Year Est. Return
FWP
Falcon Wealth Planning Ontario, California $1.58B AUM 20.99% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
BB
Berkshire Bank Pittsfield, Massachusetts $518M AUM 22.16% 1-Year Est. Return
AWM
Arista Wealth Management Las Vegas, Nevada $927M AUM 24.58% 1-Year Est. Return
GBT
Grove Bank & Trust Miami, Florida $1.01B AUM 26.88% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
SPIA
Strategic Point Investment Advisors Providence, Rhode Island $767M AUM 17.58% 1-Year Est. Return
AHC
Anderson Hoagland & Co St Louis, Missouri $1.28B AUM 29.05% 1-Year Est. Return