UFA
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Uptown Financial Advisors’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History

Uptown Financial Advisors’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
Q2 		$221K Hold
3,762
– – 0.19% 64
2025
Q1 		$221K Sell
3,762
-863
-19% -$50.7K 0.23% 65
2024
Q4 		$269K Buy
+4,625
New +$269K 0.29% 49