Kovitz Investment Group 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
Q2
$64.1M Buy
2025
Q1
$59.7M Buy
2024
Q4
$52.3M Sell
2024
Q3
$53.3M Buy
2024
Q2
$835K Buy
2024
Q1
$744K Buy
2023
Q4
$354K Buy
2023
Q3
$346K Buy
2023
Q2
$344K Buy