IVC Wealth Advisors’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
Q3
$306K Buy
2024
Q3
Sell
2024
Q2
$201K Sell
2024
Q1
$210K Buy
2023
Q4
$209K Buy
2023
Q3
$202K Buy
2023
Q2
$202K Buy
2022
Q3
Sell
2022
Q2
$245K Sell
2022
Q1
$265K Buy