Mosaic Family Wealth 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
$2.27M Sell
2025
Q1
$2.27M Buy
2024
Q4
$1.79M Buy
2024
Q3
$1.73M Buy
2024
Q2
$1.52M Buy
2024
Q1
$1.48M Buy
2023
Q4
$889K Sell
2023
Q3
$967K Sell
2023
Q2
$985K Sell
2023
Q1
$1.03M Buy
2022
Q4
$935K Buy