Arkadios Wealth Advisors’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
$11.2M Buy
190,232
+25,003
+15% +$1.47M 0.33% 51
2025
Q1
$9.7M Buy
165,229
+147,925
+855% +$8.68M 0.37% 50
2024
Q4
$1.01M Buy
17,304
+7,853
+83% +$457K 0.05% 331
2024
Q3
$558K Buy
9,451
+932
+11% +$55K 0.03% 505
2024
Q2
$494K Buy
8,519
+914
+12% +$53K 0.03% 471
2024
Q1
$442K Buy
7,605
+2,029
+36% +$118K 0.03% 406
2023
Q4
$325K Buy
5,576
+1,427
+34% +$83.2K 0.03% 495
2023
Q3
$239K Buy
+4,149
New +$239K 0.02% 567
2021
Q4
Sell
-948
Closed -$58K 1735
2021
Q3
$58K Hold
948
0.01% 835
2021
Q2
$58K Hold
948
0.01% 877
2021
Q1
$58K Buy
948
+79
+9% +$4.83K 0.01% 652
2020
Q4
$53K Buy
+869
New +$53K 0.01% 550