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

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$294 Buy
+5
New +$294 ﹤0.01% 428
2024
Q3
Sell
-115,860
Closed -$6.72M 351
2024
Q2
$6.72M Sell
115,860
-11,500
-9% -$667K 0.63% 26
2024
Q1
$7.4M Sell
127,360
-15,190
-11% -$882K 0.74% 23
2023
Q4
$8.31M Sell
142,550
-27,499
-16% -$1.6M 1.01% 19
2023
Q3
$9.79M Sell
170,049
-6,065
-3% -$349K 1.38% 18
2023
Q2
$10.2M Buy
176,114
+1,524
+0.9% +$88K 1.39% 18
2023
Q1
$10.2M Buy
+174,590
New +$10.2M 1.52% 19