Ownership history in VERITY Wealth Advisors · 22 quarters on record
This page tracks every 13F SEC filing in which VERITY Wealth Advisors reported a position in VANGUARD SHORT-TERM GOVERNMENT BOND ETF (VGSH). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | UNCHANGED | 25,648 | — | 0% | 0.93% | $1.5M | $58.38 |
| 2025 Q3 | REDUCED | 25,648 | -2,319 | -8.3% | 0.95% | $1.5M | $57.75 |
| 2025 Q2 | ADDED | 27,967 | +2,740 | +10.9% | 1.10% | $1.6M | $57.10 |
| 2025 Q1 | ADDED | 25,227 | +4,118 | +19.5% | 1.10% | $1.5M | $56.42 |
| 2024 Q4 | ADDED | 21,109 | +800 | +3.9% | 0.89% | $1.2M | $55.56 |
| 2024 Q3 | ADDED | 20,309 | +1,243 | +6.5% | 0.84% | $1.2M | $55.58 |
| 2024 Q2 | REDUCED | 19,066 | -242 | -1.3% | 0.83% | $1.1M | $54.03 |
| 2024 Q1 | ADDED | 19,308 | +5,238 | +37.2% | 0.86% | $1.1M | $53.54 |
| 2023 Q4 | REDUCED | 14,070 | -796 | -5.4% | 0.71% | $821K | $53.42 |
| 2023 Q3 | ADDED | 14,866 | +58 | +0.4% | 0.81% | $856K | $52.07 |
As of 2025 Q4 — sorted by position size