Heritage Wealth 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
Q1 | $759K | Sell |
12,932
-185
| -1% | -$10.9K | 1.16% | 21 |
|
|
2024
Q4 | $763K | Sell |
13,117
-74
| -0.6% | -$4.31K | 0.96% | 28 |
|
|
2024
Q3 | $779K | Buy |
13,191
+363
| +3% | +$21.4K | 0.92% | 29 |
|
|
2024
Q2 | $744K | Sell |
12,828
-4,577
| -26% | -$265K | 1.08% | 24 |
|
|
2024
Q1 | $1.02M | Hold |
17,405
| – | – | 2.07% | 15 |
|
|
2023
Q4 | $1.02M | Sell |
17,405
-186
| -1% | -$10.8K | 2.07% | 15 |
|
|
2023
Q3 | $1.01M | Sell |
17,591
-11,738
| -40% | -$676K | 2.16% | 16 |
|
|
2023
Q2 | $1.69M | Buy |
+29,329
| New | +$1.69M | 1% | 30 |
|