Core 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
2023
Q3
Sell
-23,857
Closed -$1.38M 114
2023
Q2
$1.38M Buy
23,857
+1,805
+8% +$104K 1.27% 19
2023
Q1
$1.29M Sell
22,052
-3,040
-12% -$178K 1.3% 18
2022
Q4
$1.45M Buy
+25,092
New +$1.45M 1.63% 15