Charis Legacy Partners’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
$451K Sell
7,679
-745
-9% -$43.8K 0.74% 19
2025
Q1
$494K Sell
8,424
-240
-3% -$14.1K 0.94% 19
2024
Q4
$504K Buy
+8,664
New +$504K 1.03% 17