Essential Planning’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $443K | Sell |
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|
2025
Q2 | $453K | Buy |
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|
2025
Q1 | $442K | Sell |
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|
2024
Q4 | $28.6M | Buy |
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|
2024
Q3 | $444K | Hold |
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|
2024
Q2 | $436K | Sell |
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|
2024
Q1 | $509K | Hold |
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|
2023
Q4 | $509K | Buy |
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|
2023
Q3 | $421K | Hold |
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|
2023
Q2 | $422K | Hold |
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|
2023
Q1 | $428K | Buy |
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|
2022
Q4 | $358K | Hold |
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|
2022
Q3 | $358K | Buy |
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