Heritage Wealth Management (California)’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 | $6.94M | Buy |
118,125
+13,811
| +13% | +$812K | 4.63% | 3 |
|
|
2025
Q1 | $6.12M | Sell |
104,314
-3,441
| -3% | -$202K | 4.6% | 4 |
|
|
2024
Q4 | $6.27M | Buy |
107,755
+4,738
| +5% | +$276K | 4.51% | 4 |
|
|
2024
Q3 | $6.08M | Buy |
103,017
+593
| +0.6% | +$35K | 4.31% | 3 |
|
|
2024
Q2 | $5.94M | Buy |
102,424
+8,882
| +9% | +$515K | 4.36% | 3 |
|
|
2024
Q1 | $5.43M | Buy |
93,542
+1,822
| +2% | +$106K | 4.1% | 4 |
|
|
2023
Q4 | $5.35M | Buy |
+91,720
| New | +$5.35M | 4.28% | 4 |
|