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Schrum Private Wealth Management’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History

Schrum Private Wealth Management’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
-3,678
Closed -$217K – 169
2024
Q3 		$217K Buy
+3,678
New +$215K 0.11% 162

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

Schrum Private Wealth Management's VGSH Position: Q4 2024 in Review

Schrum Private Wealth Management sold out of Vanguard Short-Term Treasury ETF (VGSH) in Q4 2024, closing a stake of 3,678 shares — an estimated $217K sold.

Schrum Private Wealth Management first reported a position in VGSH in Q3 2024 and held it in 1 quarter. The position peaked at $217K in Q3 2024. 904 funds tracked by Wall St. Rank hold VGSH as of Q4 2024.

  • Schrum Private Wealth Management reported no remaining Vanguard Short-Term Treasury ETF position as of Q4 2024 after selling out during the quarter.
  • Schrum Private Wealth Management sold 3,678 Vanguard Short-Term Treasury ETF shares in Q4 2024, an estimated $217K.
  • Schrum Private Wealth Management first reported a position in Vanguard Short-Term Treasury ETF in Q3 2024 and held it in 1 quarter.
  • Schrum Private Wealth Management's Vanguard Short-Term Treasury ETF position peaked at $217K in Q3 2024.
  • 904 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q4 2024.

Based on Schrum Private Wealth Management's 13F filing for Q4 2024, filed 7 Feb 2025.