Talisman Wealth Advisors’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
Q3
Sell
-3,864
Closed -$223K 85
2023
Q2
$223K Sell
3,864
-2,003
-34% -$116K 0.38% 78
2023
Q1
$343K Sell
5,867
-634
-10% -$37.1K 0.62% 55
2022
Q4
$376K Buy
+6,501
New +$376K 0.8% 38