Beverly Hills Private Wealth’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$10.4M Sell
2025
Q1
$10.6M Buy
2024
Q4
$9.17M Sell
2024
Q3
$10.4M Buy
2024
Q2
$7.51M Buy
2024
Q1
$5.07M Buy
2023
Q4
$2.54M Buy
2023
Q3
$596K Buy