Badgley Phelps Wealth Managers’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
2023
Q4
Sell
-8,220
Closed -$473K 247
2023
Q3
$473K Sell
8,220
-1,041
-11% -$60K 0.02% 175
2023
Q2
$535K Buy
+9,261
New +$535K 0.02% 177