Keebeck Wealth Management’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
Q2
$473K Sell
8,039
-3,219
-29% -$189K 0.06% 210
2025
Q1
$661K Buy
11,258
+2,518
+29% +$148K 0.1% 151
2024
Q4
$508K Sell
8,740
-1,405
-14% -$81.7K 0.07% 168
2024
Q3
$599K Sell
10,145
-2,022
-17% -$119K 0.09% 157
2024
Q2
$706K Buy
12,167
+3,427
+39% +$199K 0.1% 148
2024
Q1
$508K Hold
8,740
0.07% 185
2023
Q4
$510K Hold
8,740
0.08% 175
2023
Q3
$503K Hold
8,740
0.09% 173
2023
Q2
$505K Hold
8,740
0.07% 180
2023
Q1
$512K Hold
8,740
0.08% 163
2022
Q4
$505K Hold
8,740
0.09% 154
2022
Q3
$505K Buy
8,740
+2,810
+47% +$162K 0.1% 149
2022
Q2
$349K Buy
+5,930
New +$349K 0.07% 182