Defined 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
$1.21M Buy
20,501
+3,891
+23% +$229K 0.75% 33
2025
Q1
$975K Buy
16,610
+6,501
+64% +$382K 0.66% 42
2024
Q4
$588K Buy
10,109
+36
+0.4% +$2.09K 0.39% 56
2024
Q3
$595K Buy
10,073
+232
+2% +$13.7K 0.39% 59
2024
Q2
$571K Sell
9,841
-1,092
-10% -$63.3K 0.4% 58
2024
Q1
$635K Sell
10,933
-11
-0.1% -$639 0.46% 57
2023
Q4
$638K Buy
10,944
+344
+3% +$20.1K 0.49% 53
2023
Q3
$611K Sell
10,600
-3,698
-26% -$213K 0.52% 50
2023
Q2
$825K Buy
14,298
+3,468
+32% +$200K 0.7% 41
2023
Q1
$634K Buy
+10,830
New +$634K 0.59% 45