Tru Independence Asset Management 2’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History

Tru Independence Asset Management 2’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 Q1	–	Sell	-3,510	Closed	-$204K	–	98
2024 Q4	$204K	Hold	3,510	–	–	0.17%	75
2024 Q3	$207K	Buy	+3,510	New	+$206K	0.17%	76
2023 Q1	$205K	Buy	+3,510	New	+$204K	0.21%	69
2022 Q3	$203K	Hold	3,510	–	–	0.22%	65
2022 Q2	$207K	Hold	3,510	–	–	0.17%	64
2022 Q1	$208K	Hold	3,510	–	–	0.12%	92
2021 Q4	$214K	Buy	+3,510	New	+$215K	0.11%	124

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

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

PCIG

Partners Capital Investment Group Boston, Massachusetts $2.65B AUM 16.42% 1-Year Est. Return

SCM

SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return

Tru Independence Asset Management 2's VGSH Position: Q1 2025 in Review

Tru Independence Asset Management 2 sold out of Vanguard Short-Term Treasury ETF (VGSH) in Q1 2025, closing a stake of 3,510 shares — an estimated $204K sold.

Tru Independence Asset Management 2 first reported a position in VGSH in Q4 2021 and held it in 7 quarters. The position peaked at $214K in Q4 2021. 930 funds tracked by Wall St. Rank hold VGSH as of Q1 2025.

Tru Independence Asset Management 2 reported no remaining Vanguard Short-Term Treasury ETF position as of Q1 2025 after selling out during the quarter.
Tru Independence Asset Management 2 sold 3,510 Vanguard Short-Term Treasury ETF shares in Q1 2025, an estimated $204K.
Tru Independence Asset Management 2 first reported a position in Vanguard Short-Term Treasury ETF in Q4 2021 and held it in 7 quarters.
Tru Independence Asset Management 2's Vanguard Short-Term Treasury ETF position peaked at $214K in Q4 2021.
930 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q1 2025.

Based on Tru Independence Asset Management 2's 13F filing for Q1 2025, filed 30 Apr 2025.