Global Retirement 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
$515K Buy
+8,761
New +$515K 0.01% 699
2024
Q4
$708K Buy
12,170
+3,046
+33% +$177K 0.02% 532
2024
Q3
$539K Buy
9,124
+7,052
+340% +$416K 0.02% 611
2024
Q2
$120K Sell
2,072
-122
-6% -$7.07K ﹤0.01% 1106
2024
Q1
$127K Sell
2,194
-696
-24% -$40.4K ﹤0.01% 975
2023
Q4
$169K Buy
2,890
+2,038
+239% +$119K 0.01% 824
2023
Q3
$49K Buy
852
+489
+135% +$28.1K ﹤0.01% 1284
2023
Q2
$21K Sell
363
-2,332
-87% -$135K ﹤0.01% 1648
2023
Q1
$158K Sell
2,695
-12,884
-83% -$755K 0.01% 759
2022
Q4
$901K Buy
15,579
+3
+0% +$173 0.06% 271
2022
Q3
$898K Buy
15,576
+376
+2% +$21.7K 0.07% 253
2022
Q2
$895K Sell
15,200
-6
-0% -$353 0.07% 259
2022
Q1
$902K Buy
+15,206
New +$902K 0.07% 258
2021
Q4
Sell
-15,205
Closed -$934K 1745
2021
Q3
$934K Hold
15,205
0.09% 197
2021
Q2
$934K Buy
15,205
+205
+1% +$12.6K 0.1% 201
2021
Q1
$923K Hold
15,000
0.11% 177
2020
Q4
$924K Hold
15,000
0.12% 165
2020
Q3
$931K Hold
15,000
0.14% 156
2020
Q2
$933K Hold
15,000
0.15% 139
2020
Q1
$935K Hold
15,000
0.18% 122
2019
Q4
$912K Hold
15,000
0.14% 156
2019
Q3
$914K Hold
15,000
0.15% 150
2019
Q2
$914K Buy
+15,000
New +$914K 0.18% 117