Wells 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 | $1.1M | Sell |
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|
2025
Q2 | $2.61M | Sell |
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|
2025
Q1 | $3.06M | Sell |
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|
2024
Q4 | $3.1M | Sell |
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|
2024
Q3 | $3.33M | Sell |
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|
2024
Q2 | $9.48M | Sell |
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|
2024
Q1 | $10.7M | Sell |
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|
2023
Q4 | $11.1M | Sell |
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|
2023
Q3 | $11.3M | Sell |
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|
2023
Q2 | $11.4M | Buy |
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|
2023
Q1 | $7.06M | Sell |
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|
2022
Q4 | $7.2M | Buy |
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|
2022
Q3 | $142K | Buy |
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