Vertex Planning Partners’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Vertex Planning Partners’s Portfolio SGOV Stock Details SGOV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell
2025 Q1	$860K	Sell
2024 Q4	$1.14M	Buy
2024 Q3	$598K	Buy
2024 Q2	$343K	Sell
2024 Q1	$428K	Buy
2023 Q4	$425K	Buy
2023 Q3	$421K	Buy
2023 Q2	$270K	Buy