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

Trinity 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
2026 Q3	$829K	Buy	14,408 +318	+2%	+$18.4K	0.26%	48
2026 Q2	$820K	Buy	14,090 +9,602	+214%	+$560K	0.26%	45
2026 Q1	$263K	Sell	4,488 -41	-0.9%	-$2.41K	0.1%	60
2025 Q4	$266K	Buy	4,529 +314	+7%	+$18.5K	0.1%	57
2025 Q3	$248K	Buy	4,215 +380	+10%	+$22.3K	0.09%	56
2025 Q2	$225K	Buy	+3,835	New	+$225K	0.09%	57
2024 Q3	–	Sell	-3,874	Closed	-$225K	–	58
2024 Q2	$225K	Sell	3,874 -56	-1%	-$3.24K	0.11%	45
2024 Q1	$228K	Sell	3,930 -734	-16%	-$42.7K	0.12%	44
2023 Q4	$272K	Buy	4,664 +688	+17%	+$39.8K	0.16%	37
2023 Q3	$229K	Buy	3,976 +159	+4%	+$9.16K	0.14%	40
2023 Q2	$220K	Buy	+3,817	New	+$222K	0.13%	38
2021 Q1	–	Sell	-158,755	Closed	-$9.8M	–	27
2020 Q4	$9.8M	Buy	+158,755	New	+$9.8M	8.89%	4

Other funds holding VGSH

Arlington Trust Birmingham, Alabama $1.33B AUM 6.66% 1-Year Est. Return

TD Private Client Wealth New York $5.55B AUM 11.79% 1-Year Est. Return

Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return

Evensky & Katz Coral Gables, Florida $1.91B AUM 13.96% 1-Year Est. Return

Oak Harvest Investment Services Houston, Texas $1.07B AUM 32.83% 1-Year Est. Return

Patten & Patten Chattanooga, Tennessee $1.91B AUM 21.06% 1-Year Est. Return

Empirical Wealth Management Seattle, Washington $7.38B AUM 22.9% 1-Year Est. Return

Presilium Private Wealth Radnor, Pennsylvania $679M AUM 9.34% 1-Year Est. Return

Chemistry Wealth Management New York $639M AUM 11.43% 1-Year Est. Return

Warwick Investment Management Bryan, Texas $871M AUM 14.52% 1-Year Est. Return

Trinity Wealth Management's VGSH Position: Q3 2026 in Review

Trinity Wealth Management increased its Vanguard Short-Term Treasury ETF (VGSH) stake by 2.3% in Q3 2026, buying an estimated $18.4K and bringing the position to 14,408 shares worth $829K. The position accounts for 0.26% of the portfolio, ranked #48.

Trinity Wealth Management first reported a position in VGSH in Q4 2020 and has held it in 12 quarters since. The position peaked at $9.8M in Q4 2020. 488 funds tracked by Wall St. Rank hold VGSH as of Q3 2026.

Trinity Wealth Management held 14,408 shares of Vanguard Short-Term Treasury ETF worth $829K as of Q3 2026.
Trinity Wealth Management bought 318 Vanguard Short-Term Treasury ETF shares in Q3 2026, an estimated $18.4K.
Vanguard Short-Term Treasury ETF made up 0.26% of Trinity Wealth Management's portfolio in Q3 2026, its #48 holding.
Trinity Wealth Management first reported a position in Vanguard Short-Term Treasury ETF in Q4 2020 and has held it in 12 quarters since.
Trinity Wealth Management's Vanguard Short-Term Treasury ETF position peaked at $9.8M in Q4 2020.
488 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q3 2026.

Based on Trinity Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.