Petra 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
$497K Sell
8,452
-40
-0.5% -$2.35K 0.32% 85
2025
Q1
$498K Hold
8,492
0.41% 57
2024
Q4
$494K Hold
8,492
0.34% 83
2024
Q3
$501K Hold
8,492
0.33% 83
2024
Q2
$492K Hold
8,492
0.35% 77
2024
Q1
$493K Hold
8,492
0.36% 78
2023
Q4
$495K Hold
8,492
0.41% 72
2023
Q3
$489K Hold
8,492
0.41% 69
2023
Q2
$490K Buy
+8,492
New +$490K 0.44% 68
2023
Q1
Sell
-10,287
Closed -$595K 103
2022
Q4
$595K Buy
+10,287
New +$595K 0.65% 43