Concord Wealth 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
2024
Q4
Hold
0
-$2 987
2024
Q3
Sell
-464
Closed -$26.9K 956
2024
Q2
$26.9K Buy
464
+3
+0.7% +$174 ﹤0.01% 386
2024
Q1
$26.8K Buy
+461
New +$26.8K ﹤0.01% 451