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Rooted Wealth Advisors’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History

Rooted Wealth Advisors’s Portfolio VGSH Stock Details VGSH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-88,585
Closed -$5.1M – 84
2023
Q2 		$5.1M Buy
+88,585
New +$5.1M 3.44% 7