Topel & Distasi 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
2022
Q2
Sell
-119,286
Closed -$7.07M 72
2022
Q1
$7.07M Buy
119,286
+2,865
+2% +$170K 2.96% 11
2021
Q4
$7.08M Buy
+116,421
New +$7.08M 2.89% 11