Spectrum Planning & Advisory Services’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History

Spectrum Planning & Advisory Services’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	–	Sell	-3,590	Closed	-$210K	–	131
2026 Q1	$210K	Sell	3,590 -12,625	-78%	-$741K	0.1%	108
2025 Q4	$952K	Buy	16,215 +650	+4%	+$38.2K	0.49%	39
2025 Q3	$916K	Buy	15,565 +1,888	+14%	+$111K	0.52%	41
2025 Q2	$804K	Buy	+13,677	New	+$801K	0.52%	39
2022 Q4	–	Sell	-8,956	Closed	-$518K	–	53
2022 Q3	$518K	Sell	8,956 -134,494	-94%	-$7.87M	0.52%	34
2022 Q2	$8.44M	Buy	143,450 +1,744	+1%	+$103K	8.8%	3
2022 Q1	$8.4M	Buy	141,706 +6,320	+5%	+$380K	7.68%	3
2021 Q4	$8.24M	Buy	135,386 +11,694	+9%	+$715K	7.49%	3
2021 Q3	$7.6M	Sell	123,692 -5,994	-5%	-$368K	7.44%	3
2021 Q2	$7.97M	Buy	129,686 +902	+0.7%	+$55.5K	7.66%	3
2021 Q1	$7.92M	Sell	128,784 -15,985	-11%	-$984K	8.14%	3
2020 Q4	$8.92M	Buy	+144,769	New	+$8.97M	9.59%	2

Other funds holding VGSH

Arlington Trust Birmingham, Alabama $1.18B AUM 11.55% 1-Year Est. Return

Chemistry Wealth Management New York $622M AUM 19.32% 1-Year Est. Return

Falcon Wealth Planning Ontario, California $1.58B AUM 20.99% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

Berkshire Bank Pittsfield, Massachusetts $518M AUM 22.16% 1-Year Est. Return

Arista Wealth Management Las Vegas, Nevada $927M AUM 24.58% 1-Year Est. Return

Grove Bank & Trust Miami, Florida $1.01B AUM 26.88% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

Strategic Point Investment Advisors Providence, Rhode Island $767M AUM 17.58% 1-Year Est. Return

Anderson Hoagland & Co St Louis, Missouri $1.28B AUM 29.05% 1-Year Est. Return