Cyndeo 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 Q2	–	Sell	-4,430	Closed	-$257K	–	417
2024 Q1	$257K	Buy	4,430 +360	+9%	+$20.9K	0.02%	342
2023 Q4	$237K	Sell	4,070 -552	-12%	-$32.2K	0.02%	333
2023 Q3	$266K	Buy	4,622 +685	+17%	+$39.5K	0.03%	293
2023 Q2	$227K	Buy	+3,937	New	+$227K	0.02%	301