Heritage Wealth Management (California)’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History

Heritage Wealth Management (California)’s Portfolio VGSH Stock Details VGSH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$6.94M	Buy
2025 Q1	$6.12M	Sell
2024 Q4	$6.27M	Buy
2024 Q3	$6.08M	Buy
2024 Q2	$5.94M	Buy
2024 Q1	$5.43M	Buy
2023 Q4	$5.35M	Buy