LRWM
VGSH icon

Lord & Richards Wealth Management’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History

Lord & Richards Wealth Management’s Portfolio VGSH Stock Details VGSH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$1.11M Sell
18,866
-19,553
-51% -$1.15M 1.16% 28
2025
Q1 		$2.25M Buy
38,419
+14,068
+58% +$826K 2.56% 7
2024
Q4 		$1.42M Buy
+24,351
New +$1.42M 2.99% 5