Heritage Wealth Partners’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
Q1
$759K Sell
2024
Q4
$763K Sell
2024
Q3
$779K Buy
2024
Q2
$744K Sell
2024
Q1
$1.02M Hold
2023
Q4
$1.02M Sell
2023
Q3
$1.01M Sell
2023
Q2
$1.69M Buy