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Transform Wealth’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History

Transform Wealth’s Portfolio VGSH Stock Details VGSH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q1 		$4.63M Sell
78,941
-20,268
-20% -$1.19M 0.28% 77
2024
Q4 		$5.77M Buy
+99,209
New +$5.77M 0.32% 72