Mosaic Family Wealth Partners’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 | $2.27M | Sell |
38,602
-136
| -0.4% | -$7.99K | 0.29% | 45 |
|
|
2025
Q1 | $2.27M | Buy |
38,738
+7,983
| +26% | +$469K | 0.32% | 37 |
|
|
2024
Q4 | $1.79M | Buy |
30,755
+1,486
| +5% | +$86.5K | 0.26% | 43 |
|
|
2024
Q3 | $1.73M | Buy |
29,269
+3,077
| +12% | +$182K | 0.26% | 44 |
|
|
2024
Q2 | $1.52M | Buy |
26,192
+782
| +3% | +$45.3K | 0.24% | 50 |
|
|
2024
Q1 | $1.48M | Buy |
25,410
+10,164
| +67% | +$590K | 0.24% | 47 |
|
|
2023
Q4 | $889K | Sell |
15,246
-1,543
| -9% | -$90K | 0.15% | 78 |
|
|
2023
Q3 | $967K | Sell |
16,789
-273
| -2% | -$15.7K | 0.19% | 58 |
|
|
2023
Q2 | $985K | Sell |
17,062
-465
| -3% | -$26.8K | 0.19% | 59 |
|
|
2023
Q1 | $1.03M | Buy |
17,527
+1,358
| +8% | +$79.5K | 0.21% | 55 |
|
|
2022
Q4 | $935K | Buy |
+16,169
| New | +$935K | 0.26% | 62 |
|