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True Wealth Design’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History

True Wealth Design’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
Q3 		– Sell
-2,266
Closed -$131K – 1318
2024
Q2 		$131K Sell
2,266
-923
-29% -$53.3K 0.03% 128
2024
Q1 		$185K Buy
+3,189
New +$185K 0.05% 120
2023
Q2 		– Sell
-2,650
Closed -$155K – 869
2023
Q1 		$155K Sell
2,650
-1,700
-39% -$98.7K 0.07% 121
2022
Q4 		$252K Buy
+4,350
New +$251K 0.12% 107

Other funds holding VGSH

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PCIG
Partners Capital Investment Group Boston, Massachusetts $2.65B AUM 16.42% 1-Year Est. Return
State Street
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

True Wealth Design's VGSH Position: Q3 2024 in Review

True Wealth Design sold out of Vanguard Short-Term Treasury ETF (VGSH) in Q3 2024, closing a stake of 2,266 shares — an estimated $131K sold.

True Wealth Design first reported a position in VGSH in Q4 2022 and held it in 4 quarters. The position peaked at $252K in Q4 2022. 842 funds tracked by Wall St. Rank hold VGSH as of Q3 2024.

  • True Wealth Design reported no remaining Vanguard Short-Term Treasury ETF position as of Q3 2024 after selling out during the quarter.
  • True Wealth Design sold 2,266 Vanguard Short-Term Treasury ETF shares in Q3 2024, an estimated $131K.
  • True Wealth Design first reported a position in Vanguard Short-Term Treasury ETF in Q4 2022 and held it in 4 quarters.
  • True Wealth Design's Vanguard Short-Term Treasury ETF position peaked at $252K in Q4 2022.
  • 842 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q3 2024.

Based on True Wealth Design's 13F filing for Q3 2024, filed 14 Nov 2024.