Waypoint Capital Advisors’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
2023
Q3
Sell
-5,548
Closed -$320K 133
2023
Q2
$320K Hold
5,548
0.1% 112
2023
Q1
$325K Hold
5,548
0.11% 110
2022
Q4
$321K Hold
5,548
0.11% 108
2022
Q3
$321K Buy
+5,548
New +$321K 0.14% 89