Congress Wealth Management’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 | $7.62M | Buy |
129,567
+111,771
| +628% | +$6.57M | 0.07% | 303 |
|
|
2025
Q1 | $1.04M | Buy |
17,796
+6,392
| +56% | +$375K | 0.01% | 624 |
|
|
2024
Q4 | $664K | Sell |
11,404
-584
| -5% | -$34K | 0.01% | 582 |
|
|
2024
Q3 | $708K | Sell |
11,988
-498
| -4% | -$29.4K | 0.01% | 579 |
|
|
2024
Q2 | $724K | Buy |
12,486
+70
| +0.6% | +$4.06K | 0.01% | 476 |
|
|
2024
Q1 | $721K | Buy |
12,416
+47
| +0.4% | +$2.73K | 0.01% | 405 |
|
|
2023
Q4 | $722K | Sell |
12,369
-3,057
| -20% | -$178K | 0.01% | 420 |
|
|
2023
Q3 | $889K | Buy |
+15,426
| New | +$889K | 0.02% | 391 |
|