Elevation 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $45.7K | Buy |
778
+3
| +0.4% | +$176 | 0.02% | 246 |
|
|
2025
Q1 | $45.5K | Buy |
775
+2
| +0.3% | +$117 | 0.02% | 237 |
|
|
2024
Q4 | $45K | Buy |
773
+4
| +0.5% | +$233 | 0.02% | 239 |
|
|
2024
Q3 | $45.4K | Buy |
769
+3
| +0.4% | +$177 | 0.02% | 227 |
|
|
2024
Q2 | $44.4K | Buy |
766
+3
| +0.4% | +$174 | 0.02% | 223 |
|
|
2024
Q1 | $44.3K | Buy |
763
+5
| +0.7% | +$290 | 0.02% | 230 |
|
|
2023
Q4 | $43.7K | Hold |
758
| – | – | 0.03% | 222 |
|
|
2023
Q3 | $43.7K | Buy |
758
+3
| +0.4% | +$173 | 0.04% | 162 |
|
|
2023
Q2 | $43.6K | Buy |
755
+2
| +0.3% | +$116 | 0.04% | 169 |
|
|
2023
Q1 | $44.1K | Buy |
+753
| New | +$44.1K | 0.04% | 172 |
|