AWM
Accurate Wealth Management’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 | $2.71M | Sell |
46,388
-5,147
| -10% | -$301K | 0.42% | 57 |
|
|
2025
Q1 | $3.01M | Buy |
51,535
+8,223
| +19% | +$481K | 0.58% | 40 |
|
|
2024
Q4 | $2.52M | Buy |
43,312
+8,543
| +25% | +$496K | 0.48% | 56 |
|
|
2024
Q3 | $2.04M | Buy |
34,769
+7,006
| +25% | +$410K | 0.41% | 66 |
|
|
2024
Q2 | $1.62M | Buy |
27,763
+2,073
| +8% | +$121K | 0.39% | 66 |
|
|
2024
Q1 | $1.48M | Buy |
25,690
+17,780
| +225% | +$1.03M | 0.43% | 66 |
|
|
2023
Q4 | $462K | Buy |
7,910
+628
| +9% | +$36.7K | 0.14% | 143 |
|
|
2023
Q3 | $418K | Sell |
7,282
-448
| -6% | -$25.7K | 0.13% | 150 |
|
|
2023
Q2 | $447K | Buy |
7,730
+1,924
| +33% | +$111K | 0.14% | 149 |
|
|
2023
Q1 | $339K | Buy |
5,806
+3,257
| +128% | +$190K | 0.12% | 178 |
|
|
2022
Q4 | $148K | Buy |
+2,549
| New | +$148K | 0.05% | 245 |
|