Ullmann Wealth Partners Group’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 | $12.6M | Buy |
215,141
+25,724
| +14% | +$1.51M | 1.49% | 14 |
|
|
2025
Q1 | $11.1M | Sell |
189,417
-327
| -0.2% | -$19.2K | 1.48% | 14 |
|
|
2024
Q4 | $11M | Buy |
189,744
+2,588
| +1% | +$151K | 1.42% | 13 |
|
|
2024
Q3 | $11M | Buy |
187,156
+7,826
| +4% | +$462K | 1.43% | 13 |
|
|
2024
Q2 | $10.4M | Buy |
179,330
+7,556
| +4% | +$438K | 1.48% | 14 |
|
|
2024
Q1 | $9.97M | Buy |
171,774
+6,096
| +4% | +$354K | 1.48% | 14 |
|
|
2023
Q4 | $9.66M | Buy |
165,678
+7,476
| +5% | +$436K | 1.58% | 14 |
|
|
2023
Q3 | $9.11M | Buy |
158,202
+111,376
| +238% | +$6.42M | 1.7% | 14 |
|
|
2023
Q2 | $2.7M | Buy |
+46,826
| New | +$2.7M | 0.54% | 29 |
|