Vertex Planning Partners’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
Q1 | – | Sell |
-11,484
| Closed | -$668K | – | 195 |
|
|
2024
Q4 | $668K | Buy |
11,484
+320
| +3% | +$18.6K | 0.15% | 83 |
|
|
2024
Q3 | $659K | Buy |
11,164
+1,025
| +10% | +$60.5K | 0.16% | 69 |
|
|
2024
Q2 | $588K | Buy |
10,139
+660
| +7% | +$38.3K | 0.15% | 72 |
|
|
2024
Q1 | $550K | Buy |
9,479
+1,898
| +25% | +$110K | 0.15% | 80 |
|
|
2023
Q4 | $442K | Buy |
7,581
+730
| +11% | +$42.6K | 0.13% | 91 |
|
|
2023
Q3 | $395K | Buy |
6,851
+549
| +9% | +$31.6K | 0.14% | 80 |
|
|
2023
Q2 | $364K | Buy |
6,302
+692
| +12% | +$39.9K | 0.12% | 85 |
|
|
2023
Q1 | $328K | Buy |
5,610
+502
| +10% | +$29.4K | 0.12% | 84 |
|
|
2022
Q4 | $295K | Buy |
+5,108
| New | +$295K | 0.12% | 108 |
|