Altavista Wealth 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 | |
---|---|---|---|---|---|---|---|---|
2021
Q4 | $2.42M | Buy |
39,744
+2,700
| +7% | +$164K | 0.49% | 44 |
|
2021
Q3 | $2.28M | Sell |
37,044
-3,446
| -9% | -$212K | 0.51% | 42 |
|
2021
Q2 | $2.49M | Sell |
40,490
-360
| -0.9% | -$22.1K | 0.54% | 43 |
|
2021
Q1 | $2.51M | Sell |
40,850
-100
| -0.2% | -$6.15K | 0.61% | 41 |
|
2020
Q4 | $2.52M | Buy |
40,950
+6,350
| +18% | +$391K | 0.64% | 39 |
|
2020
Q3 | $2.15M | Buy |
34,600
+920
| +3% | +$57.1K | 0.59% | 41 |
|
2020
Q2 | $2.1M | Buy |
33,680
+10,900
| +48% | +$678K | 0.61% | 43 |
|
2020
Q1 | $1.42M | Sell |
22,780
-1,800
| -7% | -$112K | 0.48% | 48 |
|
2019
Q4 | $1.5M | Sell |
24,580
-100
| -0.4% | -$6.08K | 0.44% | 49 |
|
2019
Q3 | $1.5M | Buy |
24,680
+400
| +2% | +$24.4K | 0.47% | 52 |
|
2019
Q2 | $1.48M | Buy |
24,280
+1,350
| +6% | +$82.2K | 0.47% | 49 |
|
2019
Q1 | $1.39M | Buy |
22,930
+6,280
| +38% | +$379K | 0.49% | 53 |
|
2018
Q4 | $1M | Sell |
16,650
-850
| -5% | -$51.1K | 0.41% | 64 |
|
2018
Q3 | $1.05M | Buy |
17,500
+1,850
| +12% | +$110K | 0.39% | 65 |
|
2018
Q2 | $938K | Buy |
+15,650
| New | +$938K | 0.38% | 69 |
|
2017
Q2 | – | Sell |
-3,300
| Closed | -$201K | – | 131 |
|
2017
Q1 | $201K | Hold |
3,300
| – | – | 0.1% | 126 |
|
2016
Q4 | $201K | Sell |
3,300
-200
| -6% | -$12.2K | 0.11% | 125 |
|
2016
Q3 | $214K | Hold |
3,500
| – | – | 0.12% | 123 |
|
2016
Q2 | $215K | Hold |
3,500
| – | – | 0.12% | 123 |
|
2016
Q1 | $214K | Hold |
3,500
| – | – | 0.12% | 117 |
|
2015
Q4 | $213K | Hold |
3,500
| – | – | 0.13% | 115 |
|
2015
Q3 | $214K | Sell |
3,500
-200
| -5% | -$12.2K | 0.14% | 106 |
|
2015
Q2 | $226K | Hold |
3,700
| – | – | 0.14% | 100 |
|
2015
Q1 | $226K | Sell |
3,700
-500
| -12% | -$30.5K | 0.14% | 101 |
|
2014
Q4 | $256K | Hold |
4,200
| – | – | 0.16% | 97 |
|
2014
Q3 | $256K | Buy |
4,200
+200
| +5% | +$12.2K | 0.16% | 96 |
|
2014
Q2 | $244K | Hold |
4,000
| – | – | 0.15% | 105 |
|
2014
Q1 | $243K | Buy |
+4,000
| New | +$243K | 0.15% | 105 |
|