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Texas Capital Bank Wealth Management Services’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History

Texas Capital Bank Wealth Management 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
2025
Q4 		– Sell
-6,613
Closed -$389K – 353
2025
Q3 		$389K Buy
+6,613
New +$388K 0.03% 165
2023
Q4 		– Sell
-23,071
Closed -$1.33M – 227
2023
Q3 		$1.33M Buy
23,071
+1,765
+8% +$102K 0.17% 64
2023
Q2 		$1.23M Buy
21,306
+1,027
+5% +$59.8K 0.13% 74
2023
Q1 		$1.19M Buy
20,279
+3,450
+21% +$200K 0.14% 73
2022
Q4 		$973K Buy
16,829
+811
+5% +$46.9K 0.12% 78
2022
Q3 		$926K Buy
16,018
+5,357
+50% +$314K 0.12% 79
2022
Q2 		$628K Buy
+10,661
New +$629K 0.07% 89

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Baird Financial Group
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Northern Trust
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OWM
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Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.5B AUM 21.68% 1-Year Est. Return
NP
NorthRock Partners Minneapolis, Minnesota $6.2B AUM 15.8% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return