Strategic Investment Solutions’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History

Strategic Investment 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
2026 Q2	$5.15M	Sell	88,540 -12,484	-12%	-$728K	1.18%	20
2026 Q1	$5.85M	Buy	101,024 +4,385	+5%	+$257K	1.41%	16
2025 Q4	$5.69M	Sell	96,639 -3,845	-4%	-$226K	1.37%	18
2025 Q3	$5.91M	Buy	100,484 +16,157	+19%	+$948K	1.56%	14
2025 Q2	$4.95M	Buy	84,327 +1,108	+1%	+$64.9K	1.5%	15
2025 Q1	$4.88M	Sell	83,219 -15,781	-16%	-$921K	1.42%	19
2024 Q4	$5.74M	Buy	99,000 +37,157	+60%	+$2.17M	1.92%	16
2024 Q3	$3.65M	Sell	61,843 -1,324	-2%	-$77.5K	1.09%	23
2024 Q2	$3.71M	Buy	+63,167	New	+$3.65M	1.2%	22
2023 Q4	$5.96M	Sell	102,186 -645,890	-86%	-$37.3M	1.03%	23
2023 Q3	$43.1M	Buy	+748,076	New	+$43.1M	0.53%	41

Other funds holding VGSH

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

Empirical Wealth Management Seattle, Washington $6.82B AUM 30.02% 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

Cordant Inc Portland, Oregon $278M AUM 23.17% 1-Year Est. Return

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