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

Sugarloaf 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	$86K	Buy	1,477 +20	+1%	+$1.17K	0.02%	239
2024 Q3	$86K	Buy	1,457 +16	+1%	+$937	0.02%	244
2024 Q2	$83.6K	Buy	1,441 +15	+1%	+$867	0.02%	243
2024 Q1	$82.8K	Buy	1,426 +9	+0.6%	+$523	0.02%	244
2023 Q4	$82.6K	Buy	1,417 +18	+1%	+$1.04K	0.02%	235
2023 Q3	$80.6K	Buy	1,399 +12	+0.9%	+$692	0.02%	231
2023 Q2	$80K	Buy	+1,387	New	+$80.8K	0.02%	233

Other funds holding VGSH

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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 Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Sugarloaf Wealth Management's VGSH Position: Q4 2024 in Review

Sugarloaf Wealth Management increased its Vanguard Short-Term Treasury ETF (VGSH) stake by 1.4% in Q4 2024, buying an estimated $1.17K and bringing the position to 1,477 shares worth $86K. The position accounts for 0.02% of the portfolio, ranked #239.

Sugarloaf Wealth Management first reported a position in VGSH in Q2 2023 and has held it in 7 quarters since. The position peaked at $86K in Q3 2024. 904 funds tracked by Wall St. Rank hold VGSH as of Q4 2024.

Sugarloaf Wealth Management held 1,477 shares of Vanguard Short-Term Treasury ETF worth $86K as of Q4 2024.
Sugarloaf Wealth Management bought 20 Vanguard Short-Term Treasury ETF shares in Q4 2024, an estimated $1.17K.
Vanguard Short-Term Treasury ETF made up 0.02% of Sugarloaf Wealth Management's portfolio in Q4 2024, its #239 holding.
Sugarloaf Wealth Management first reported a position in Vanguard Short-Term Treasury ETF in Q2 2023 and has held it in 7 quarters since.
Sugarloaf Wealth Management's Vanguard Short-Term Treasury ETF position peaked at $86K in Q3 2024.
904 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q4 2024.

Based on Sugarloaf Wealth Management's 13F filing for Q4 2024, filed 10 Jan 2025.