Evergreen 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
2023
Q2
Sell
-2,731
Closed -$300K 55
2023
Q1
$300K Sell
2,731
-136,203
-98% -$14.9M 0.27% 51
2022
Q4
$8.03M Buy
+138,934
New +$8.03M 7.39% 1