Roth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $851K | Buy |
14,481
+225
| +2% | +$13.2K | 0.31% | 18 |
|
|
2025
Q1 | $837K | Buy |
14,256
+1,330
| +10% | +$78.1K | 0.33% | 17 |
|
|
2024
Q4 | $752K | Buy |
12,926
+884
| +7% | +$51.4K | 0.3% | 16 |
|
|
2024
Q3 | $711K | Buy |
12,042
+75
| +0.6% | +$4.43K | 0.28% | 16 |
|
|
2024
Q2 | $694K | Buy |
11,967
+7,990
| +201% | +$463K | 0.3% | 17 |
|
|
2024
Q1 | $231K | Buy |
+3,977
| New | +$231K | 0.1% | 26 |
|