Websterrogers Financial Advisors’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$12.7M Buy
2025
Q2
$11.9M Buy
2025
Q1
$11.8M Sell
2024
Q4
$12M Buy
2024
Q3
$12M Sell
2024
Q2
$12.5M Buy
2024
Q1
$11.5M Buy
2023
Q4
$1.88M Hold
2023
Q3
$1.86M Hold
2023
Q2
$1.86M Buy
2022
Q3
Sell
2022
Q2
$1.9M Buy