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

Western 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
2024
Q4 		– Sell
-7,973
Closed -$471K – 762
2024
Q3 		$471K Buy
+7,973
New +$467K 0.03% 483
2024
Q1 		– Sell
-4,357
Closed -$254K – 729
2023
Q4 		$254K Buy
+4,357
New +$252K 0.02% 597
2022
Q4 		– Sell
-5,681
Closed -$328K – 793
2022
Q3 		$328K Buy
+5,681
New +$333K 0.02% 605

Other funds holding VGSH

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Western Wealth Management's VGSH Position: Q4 2024 in Review

Western Wealth Management sold out of Vanguard Short-Term Treasury ETF (VGSH) in Q4 2024, closing a stake of 7,973 shares — an estimated $471K sold.

Western Wealth Management first reported a position in VGSH in Q3 2022 and held it in 3 quarters. The position peaked at $471K in Q3 2024. 904 funds tracked by Wall St. Rank hold VGSH as of Q4 2024.

  • Western Wealth Management reported no remaining Vanguard Short-Term Treasury ETF position as of Q4 2024 after selling out during the quarter.
  • Western Wealth Management sold 7,973 Vanguard Short-Term Treasury ETF shares in Q4 2024, an estimated $471K.
  • Western Wealth Management first reported a position in Vanguard Short-Term Treasury ETF in Q3 2022 and held it in 3 quarters.
  • Western Wealth Management's Vanguard Short-Term Treasury ETF position peaked at $471K in Q3 2024.
  • 904 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q4 2024.

Based on Western Wealth Management's 13F filing for Q4 2024, filed 18 Feb 2025.