Apella Capital’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 | $10.2M | Buy |
175,241
+2,556
| +1% | +$149K | 0.28% | 71 |
|
2025
Q1 | $10.1M | Buy |
172,685
+44,945
| +35% | +$2.63M | 0.35% | 63 |
|
2024
Q4 | $7.43M | Buy |
127,740
+44,613
| +54% | +$2.6M | 0.29% | 59 |
|
2024
Q3 | $4.89M | Buy |
83,127
+2,832
| +4% | +$167K | 0.2% | 68 |
|
2024
Q2 | $4.65M | Buy |
80,295
+2,094
| +3% | +$121K | 0.21% | 70 |
|
2024
Q1 | $4.52M | Sell |
78,201
-45,878
| -37% | -$2.65M | 0.23% | 67 |
|
2023
Q4 | $7.23M | Buy |
124,079
+14,109
| +13% | +$822K | 0.4% | 50 |
|
2023
Q3 | $6.33M | Buy |
109,970
+37,187
| +51% | +$2.14M | 0.45% | 48 |
|
2023
Q2 | $4.2M | Buy |
+72,783
| New | +$4.2M | 0.3% | 57 |
|
2022
Q4 | $873K | Buy |
15,101
+7,301
| +94% | +$422K | 0.08% | 117 |
|
2022
Q3 | $451K | Sell |
7,800
-960
| -11% | -$55.5K | 0.05% | 144 |
|
2022
Q2 | $516K | Sell |
8,760
-59
| -0.7% | -$3.48K | 0.06% | 141 |
|
2022
Q1 | $523K | Sell |
8,819
-2,355
| -21% | -$140K | 0.07% | 130 |
|
2021
Q4 | $680K | Sell |
11,174
-2,120
| -16% | -$129K | 0.09% | 105 |
|
2021
Q3 | $816K | Sell |
13,294
-134
| -1% | -$8.23K | 0.12% | 99 |
|
2021
Q2 | $825K | Buy |
13,428
+7,228
| +117% | +$444K | 0.14% | 106 |
|
2021
Q1 | $381K | Hold |
6,200
| – | – | 0.12% | 93 |
|
2020
Q4 | $382K | Hold |
6,200
| – | – | 0.13% | 90 |
|
2020
Q3 | $385K | Buy |
+6,200
| New | +$385K | 0.15% | 89 |
|