BHPW
Beverly Hills Private Wealth’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.4M | Sell |
176,334
-3,518
| -2% | -$207K | 1.94% | 9 |
|
|
2025
Q1 | $10.6M | Buy |
179,852
+22,240
| +14% | +$1.31M | 2.09% | 8 |
|
|
2024
Q4 | $9.17M | Sell |
157,612
-17,954
| -10% | -$1.04M | 1.85% | 7 |
|
|
2024
Q3 | $10.4M | Buy |
175,566
+46,028
| +36% | +$2.72M | 2.09% | 6 |
|
|
2024
Q2 | $7.51M | Buy |
129,538
+42,151
| +48% | +$2.44M | 1.63% | 8 |
|
|
2024
Q1 | $5.07M | Buy |
87,387
+43,779
| +100% | +$2.54M | 1.17% | 13 |
|
|
2023
Q4 | $2.54M | Buy |
43,608
+33,262
| +321% | +$1.94M | 0.66% | 36 |
|
|
2023
Q3 | $596K | Buy |
+10,346
| New | +$596K | 0.18% | 128 |
|