Consolidated Planning Corp’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
2023 Q2	–	Sell	-67,774	Closed	-$3.97M	–	175
2023 Q1	$3.97M	Buy	67,774 +14,345	+27%	+$840K	1.03%	30
2022 Q4	$3.09M	Buy	53,429 +2,529	+5%	+$146K	0.85%	36
2022 Q3	$2.94M	Buy	+50,900	New	+$2.94M	0.92%	38