Optivise Advisory Services’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	$951K	Buy	16,173 +184	+1%	+$10.8K	0.49%	55
2025 Q1	$938K	Buy	15,989 +253	+2%	+$14.8K	0.53%	46
2024 Q4	$916K	Buy	15,736 +100	+0.6%	+$5.82K	0.49%	56
2024 Q3	$923K	Buy	15,636 +1	+0%	+$59	0.49%	55
2024 Q2	$907K	Buy	+15,635	New	+$907K	0.49%	58