Icon 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
2023 Q3	$429K	Sell	7,440 -265	-3%	-$15.3K	0.05%	186
2023 Q2	$445K	Buy	7,705 +5,392	+233%	+$311K	0.05%	206
2023 Q1	$135K	Buy	+2,313	New	+$135K	0.01%	362
2021 Q3	–	Sell	-5,812	Closed	-$357K	–	359
2021 Q2	$357K	Buy	+5,812	New	+$357K	0.04%	274