Physician Wealth Solutions’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
$472K Buy
8,038
+783
+11% +$46K 0.22% 35
2025
Q1
$426K Sell
7,255
-291
-4% -$17.1K 0.21% 31
2024
Q4
$439K Buy
7,546
+725
+11% +$42.2K 0.22% 31
2024
Q3
$399K Buy
6,821
+562
+9% +$32.8K 0.2% 34
2024
Q2
$363K Buy
6,259
+172
+3% +$9.97K 0.26% 32
2024
Q1
$353K Sell
6,087
-935
-13% -$54.3K 0.3% 32
2023
Q4
$410K Buy
+7,022
New +$410K 0.41% 30