Whitegate Investment Counselors’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
$230K Hold
2025
Q2
$230K Buy
2025
Q1
$214K Hold
2024
Q4
$212K Buy
2021
Q4
Sell
2021
Q3
$485K Sell
2021
Q2
$700K Buy
2021
Q1
$667K Sell
2020
Q4
$684K Buy
2020
Q3
$410K Buy
2020
Q2
$258K Buy