Sugarloaf Wealth Management’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
2024
Q4
$86K Buy
1,477
+20
+1% +$1.16K 0.02% 239
2024
Q3
$86K Buy
1,457
+16
+1% +$944 0.02% 244
2024
Q2
$83.6K Buy
1,441
+15
+1% +$870 0.02% 243
2024
Q1
$82.8K Buy
1,426
+9
+0.6% +$523 0.02% 244
2023
Q4
$82.6K Buy
1,417
+18
+1% +$1.05K 0.02% 235
2023
Q3
$80.6K Buy
1,399
+12
+0.9% +$691 0.02% 231
2023
Q2
$80.1K Buy
+1,387
New +$80.1K 0.02% 233