AFA
AllGen Financial Advisors’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 | $6.24M | Sell |
106,230
-229,174
| -68% | -$13.5M | 1.68% | 14 |
|
|
2025
Q1 | $19.7M | Buy |
335,404
+5,454
| +2% | +$320K | 5.83% | 5 |
|
|
2024
Q4 | $19.2M | Buy |
329,950
+6,161
| +2% | +$358K | 6.45% | 5 |
|
|
2024
Q3 | $19.1M | Sell |
323,789
-97,023
| -23% | -$5.73M | 6.2% | 5 |
|
|
2024
Q2 | $24.4M | Sell |
420,812
-128,967
| -23% | -$7.48M | 9.26% | 2 |
|
|
2024
Q1 | $31.9M | Buy |
+549,779
| New | +$31.9M | 12.99% | 2 |
|