WMS Partners’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
Q1 | – | Sell |
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|
2024
Q4 | $1.45M | Sell |
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|
2024
Q3 | $1.85M | Sell |
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|
2024
Q2 | $1.96M | Sell |
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|
2024
Q1 | $2.09M | Sell |
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|
2023
Q4 | $2.25M | Sell |
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|
2023
Q3 | $5.61M | Sell |
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|
2023
Q2 | $8.46M | Sell |
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|
2023
Q1 | $16.2M | Sell |
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|
2022
Q4 | $23.5M | Buy |
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|
2022
Q3 | $14.5M | Buy |
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|
2022
Q2 | $2.35M | Buy |
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