Envision Financial Planning’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
$204K Sell
3,470
-294
-8% -$17.3K 0.1% 47
2025
Q1
$221K Sell
3,764
-11,489
-75% -$674K 0.11% 39
2024
Q4
$887K Sell
15,253
-3,102
-17% -$180K 0.46% 27
2024
Q3
$1.08M Buy
+18,355
New +$1.08M 0.57% 23