VisionPoint Advisory Group’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History

VisionPoint Advisory Group’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 Q2	$260K	Sell	4,475 -285	-6%	-$16.6K	0.04%	399
2026 Q1	$279K	Buy	4,760 +302	+7%	+$17.7K	0.05%	351
2025 Q4	$262K	Buy	4,458 +365	+9%	+$21.5K	0.05%	326
2025 Q3	$241K	Buy	+4,093	New	+$240K	0.05%	346
2025 Q1	–	Sell	-4,783	Closed	-$278K	–	308
2024 Q4	$278K	Sell	4,783 -507	-10%	-$29.6K	0.1%	153
2024 Q3	$312K	Buy	5,290 +1,141	+28%	+$66.8K	0.11%	138
2024 Q2	$241K	Buy	4,149 +402	+11%	+$23.2K	0.09%	149
2024 Q1	$218K	Buy	3,747 +618	+20%	+$35.9K	0.08%	160
2023 Q4	$183K	Buy	3,129 +502	+19%	+$29K	0.07%	158
2023 Q3	$151K	Buy	+2,627	New	+$151K	0.06%	157

Other funds holding VGSH

Arlington Trust Birmingham, Alabama $1.18B AUM 11.55% 1-Year Est. Return

Chemistry Wealth Management New York $622M AUM 19.32% 1-Year Est. Return

Falcon Wealth Planning Ontario, California $1.58B AUM 20.99% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

Berkshire Bank Pittsfield, Massachusetts $518M AUM 22.16% 1-Year Est. Return

Arista Wealth Management Las Vegas, Nevada $927M AUM 24.58% 1-Year Est. Return

Grove Bank & Trust Miami, Florida $1.01B AUM 26.88% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

Strategic Point Investment Advisors Providence, Rhode Island $767M AUM 17.58% 1-Year Est. Return

Anderson Hoagland & Co St Louis, Missouri $1.28B AUM 29.05% 1-Year Est. Return