WFAG
Wescott Financial Advisory Group’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.51M | Sell |
42,718
-2,489
| -6% | -$146K | 0.24% | 54 |
|
|
2025
Q1 | $2.65M | Sell |
45,207
-207
| -0.5% | -$12.1K | 0.28% | 51 |
|
|
2024
Q4 | $2.64M | Sell |
45,414
-2,234
| -5% | -$130K | 0.27% | 49 |
|
|
2024
Q3 | $2.81M | Sell |
47,648
-62
| -0.1% | -$3.66K | 0.3% | 48 |
|
|
2024
Q2 | $2.77M | Buy |
47,710
+1,405
| +3% | +$81.5K | 0.32% | 46 |
|
|
2024
Q1 | $2.69M | Buy |
46,305
+2,081
| +5% | +$121K | 0.33% | 44 |
|
|
2023
Q4 | $2.58M | Buy |
44,224
+8,701
| +24% | +$508K | 0.36% | 42 |
|
|
2023
Q3 | $2.05M | Buy |
35,523
+539
| +2% | +$31K | 0.37% | 46 |
|
|
2023
Q2 | $2.02M | Buy |
34,984
+193
| +0.6% | +$11.1K | 0.36% | 48 |
|
|
2023
Q1 | $2.04M | Buy |
34,791
+2,671
| +8% | +$156K | 0.44% | 43 |
|
|
2022
Q4 | $1.86M | Buy |
32,120
+18,120
| +129% | +$1.05M | 0.4% | 45 |
|
|
2022
Q3 | $809K | Buy |
+14,000
| New | +$809K | 0.23% | 60 |
|