TPW
Talon Private Wealth’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $37.4M | Sell |
636,098
-106,428
| -14% | -$6.26M | 5.15% | 4 |
|
|
2025
Q1 | $43.5M | Sell |
742,526
-52,226
| -7% | -$3.06M | 5.84% | 4 |
|
|
2024
Q4 | $46.2M | Sell |
794,752
-250,836
| -24% | -$14.6M | 9.66% | 3 |
|
|
2024
Q3 | $61.7M | Buy |
+1,045,588
| New | +$61.7M | 12.98% | 3 |
|