Beaird Harris 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
$1.31M Sell
22,259
-353
-2% -$20.8K 0.1% 63
2025
Q1
$1.33M Buy
22,612
+6
+0% +$352 0.11% 59
2024
Q4
$1.32M Buy
22,606
+113
+0.5% +$6.57K 0.11% 59
2024
Q3
$1.33M Sell
22,493
-602
-3% -$35.5K 0.12% 54
2024
Q2
$1.34M Sell
23,095
-4,700
-17% -$273K 0.13% 54
2024
Q1
$1.61M Buy
27,795
+22,845
+462% +$1.33M 0.16% 48
2023
Q4
$289K Hold
4,950
0.03% 91
2023
Q3
$285K Sell
4,950
-11,729
-70% -$676K 0.03% 79
2023
Q2
$963K Buy
+16,679
New +$963K 0.12% 44
2022
Q4
Sell
-749
Closed -$43K 775
2022
Q3
$43K Buy
+749
New +$43K 0.01% 171