Falcon Wealth 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
$48M Buy
2025
Q2
$44.2M Buy
2025
Q1
$42.4M Buy
2024
Q4
$41.3M Buy
2024
Q3
$39.8M Buy
2024
Q2
$37.5M Buy
2024
Q1
$13.9M Buy
2023
Q4
$12.7M Buy
2023
Q3
$11.2M Buy
2023
Q2
$9.76M Buy
2023
Q1
$8.82M Buy
2022
Q4
$7.2M Buy
2022
Q3
$5.44M Buy
2022
Q2
$4.71M Sell
2022
Q1
$6.14M Buy
2021
Q4
$5.71M Sell
2021
Q3
$5.9M Buy
2021
Q2
$5.86M Buy
2021
Q1
$4.92M Buy
2020
Q4
$3.95M Buy