Monument Group Wealth Advisors’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 | $570K | Sell |
9,698
-63
| -0.6% | -$3.7K | 0.36% | 18 |
|
|
2025
Q1 | $573K | Sell |
9,761
-214
| -2% | -$12.6K | 0.4% | 18 |
|
|
2024
Q4 | $580K | Sell |
9,975
-310
| -3% | -$18K | 0.41% | 16 |
|
|
2024
Q3 | $607K | Sell |
10,285
-170
| -2% | -$10K | 0.36% | 18 |
|
|
2024
Q2 | $606K | Sell |
10,455
-35
| -0.3% | -$2.03K | 0.41% | 19 |
|
|
2024
Q1 | $609K | Hold |
10,490
| – | – | 0.45% | 18 |
|
|
2023
Q4 | $612K | Buy |
+10,490
| New | +$612K | 0.52% | 16 |
|