Colony Family Offices’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
$6.67M Sell
113,552
-9,022
-7% -$530K 1.73% 14
2025
Q1
$7.19M Sell
122,574
-7,097
-5% -$417K 2.24% 10
2024
Q4
$7.54M Sell
129,671
-15,547
-11% -$905K 2.37% 10
2024
Q3
$8.57M Buy
145,218
+18,642
+15% +$1.1M 2.66% 9
2024
Q2
$7.34M Sell
126,576
-10,679
-8% -$619K 2.36% 9
2024
Q1
$7.97M Buy
137,255
+17,364
+14% +$1.01M 2.58% 9
2023
Q4
$6.99M Buy
119,891
+1,655
+1% +$96.5K 2.42% 9
2023
Q3
$6.81M Buy
118,236
+16,491
+16% +$950K 2.91% 8
2023
Q2
$5.87M Buy
+101,745
New +$5.87M 2.48% 9