Waldron Private Wealth’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
Sell
-5,324
Closed -$312K 305
2025
Q1
$312K Buy
+5,324
New +$312K 0.01% 242
2020
Q3
Sell
-4,845
Closed -$301K 282
2020
Q2
$301K Buy
+4,845
New +$301K 0.03% 202