Wolff Financial Management’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $21.3M | Buy |
361,736
+11,869
| +3% | +$698K | 5.49% | 9 |
|
|
2025
Q1 | $20.5M | Buy |
349,867
+15,851
| +5% | +$930K | 5.69% | 9 |
|
|
2024
Q4 | $19.4M | Buy |
334,016
+21,689
| +7% | +$1.26M | 5.39% | 9 |
|
|
2024
Q3 | $18.4M | Buy |
312,327
+17,541
| +6% | +$1.04M | 5.01% | 9 |
|
|
2024
Q2 | $17.1M | Buy |
294,786
+8,364
| +3% | +$485K | 12.62% | 4 |
|
|
2024
Q1 | $16.6M | Buy |
286,422
+2,015
| +0.7% | +$117K | 4.85% | 9 |
|
|
2023
Q4 | $16.6M | Buy |
284,407
+29,040
| +11% | +$1.69M | 5.12% | 9 |
|
|
2023
Q3 | $14.7M | Buy |
255,367
+12,651
| +5% | +$729K | 5.02% | 9 |
|
|
2023
Q2 | $14M | Buy |
242,716
+33,380
| +16% | +$1.93M | 12.21% | 4 |
|
|
2023
Q1 | $12.3M | Buy |
209,336
+31,949
| +18% | +$1.87M | 4.27% | 9 |
|
|
2022
Q4 | $10.3M | Buy |
+177,387
| New | +$10.3M | 3.79% | 10 |
|