Morling Financial 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 | $24M | Buy |
407,736
+68,958
| +20% | +$4.05M | 7.84% | 5 |
|
|
2025
Q1 | $19.9M | Buy |
338,778
+22,235
| +7% | +$1.3M | 6.84% | 4 |
|
|
2024
Q4 | $18.4M | Buy |
316,543
+14,341
| +5% | +$834K | 6.42% | 5 |
|
|
2024
Q3 | $17.8M | Buy |
302,202
+46,154
| +18% | +$2.72M | 6.8% | 5 |
|
|
2024
Q2 | $14.8M | Buy |
256,048
+7,171
| +3% | +$416K | 6.47% | 6 |
|
|
2024
Q1 | $14.5M | Buy |
+248,877
| New | +$14.5M | 8.26% | 4 |
|