B.O.S.S. Retirement 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
$4.53M Sell
76,983
-8,896
-10% -$523K 1.14% 19
2025
Q1
$5.04M Sell
85,879
-10,036
-10% -$589K 1.46% 16
2024
Q4
$5.58M Buy
95,915
+79,055
+469% +$4.6M 1.56% 13
2024
Q3
$995K Buy
16,860
+10,080
+149% +$595K 0.2% 123
2024
Q2
$393K Buy
+6,780
New +$393K 0.1% 134
2024
Q1
Sell
-44,418
Closed -$2.59M 230
2023
Q4
$2.59M Buy
44,418
+1,899
+4% +$111K 0.5% 54
2023
Q3
$2.45M Buy
42,519
+8,107
+24% +$467K 0.53% 51
2023
Q2
$1.99M Buy
34,412
+13,933
+68% +$804K 0.42% 76
2023
Q1
$1.2M Buy
20,479
+2,380
+13% +$139K 0.28% 134
2022
Q4
$1.05M Buy
+18,099
New +$1.05M 0.27% 135