Circle Wealth Management’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
$2.29M Buy
2025
Q1
$1.62M Buy
2024
Q4
$1.3M Hold
2024
Q3
$1.32M Buy
2024
Q2
$440K Buy