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Walkner Condon Financial Advisors’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History

Walkner Condon Financial Advisors’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
Q1 		$449K Buy
7,669
+3,411
+80% +$200K 0.06% 189
2025
Q4 		$250K Buy
+4,258
New +$250K 0.03% 261
2023
Q4 		– Sell
-4,684
Closed -$270K – 277
2023
Q3 		$270K Sell
4,684
-200
-4% -$11.5K 0.07% 209
2023
Q2 		$282K Buy
4,884
+607
+14% +$35.3K 0.07% 194
2023
Q1 		$250K Buy
4,277
+418
+11% +$24.3K 0.07% 200
2022
Q4 		$223K Sell
3,859
-10,000
-72% -$578K 0.07% 210
2022
Q3 		$801K Sell
13,859
-2,200
-14% -$129K 0.26% 82
2022
Q2 		$945K Buy
16,059
+2,382
+17% +$141K 0.3% 75
2022
Q1 		$810K Buy
+13,677
New +$822K 0.23% 89

Other funds holding VGSH

JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.5B AUM 21.68% 1-Year Est. Return