Root Financial 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
2023
Q2
Sell
-8,899
Closed -$521K 67
2023
Q1
$521K Buy
+8,899
New +$521K 0.37% 39