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WealthPLAN Partners’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History

WealthPLAN Partners’s Portfolio VGSH Stock Details VGSH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-512
Closed -$29.6K – 1142
2023
Q2 		$29.6K Buy
512
+5
+1% +$291 ﹤0.01% 604
2023
Q1 		$29.7K Buy
+507
New +$29.4K ﹤0.01% 650

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WL
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OWM
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MERSOM
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