Summit Wealth 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 | $1.55M | Sell |
26,386
-5,112
| -16% | -$300K | 0.3% | 61 |
|
|
2025
Q1 | $1.85M | Sell |
31,498
-1,330
| -4% | -$78.1K | 0.38% | 51 |
|
|
2024
Q4 | $1.91M | Sell |
32,828
-2,774
| -8% | -$161K | 0.39% | 52 |
|
|
2024
Q3 | $2.1M | Buy |
35,602
+1,217
| +4% | +$71.8K | 0.4% | 52 |
|
|
2024
Q2 | $1.99M | Buy |
34,385
+1,884
| +6% | +$109K | 0.41% | 49 |
|
|
2024
Q1 | $1.89M | Buy |
32,501
+2,952
| +10% | +$171K | 0.4% | 45 |
|
|
2023
Q4 | $1.72M | Buy |
29,549
+4,561
| +18% | +$266K | 0.4% | 46 |
|
|
2023
Q3 | $1.44M | Buy |
24,988
+10,194
| +69% | +$587K | 0.37% | 50 |
|
|
2023
Q2 | $854K | Buy |
14,794
+1,714
| +13% | +$98.9K | 0.21% | 76 |
|
|
2023
Q1 | $766K | Buy |
13,080
+9,460
| +261% | +$554K | 0.2% | 83 |
|
|
2022
Q4 | $209K | Buy |
+3,620
| New | +$209K | 0.06% | 170 |
|