AWMNH
Arcadia Wealth Management (New Hampshire)’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-3,440
| Closed | -$200K | – | 68 |
|
|
2024
Q4 | $200K | Sell |
3,440
-154
| -4% | -$8.96K | 0.1% | 61 |
|
|
2024
Q3 | $212K | Sell |
3,594
-842
| -19% | -$49.7K | 0.11% | 59 |
|
|
2024
Q2 | $257K | Buy |
4,436
+630
| +17% | +$36.5K | 0.15% | 56 |
|
|
2024
Q1 | $221K | Buy |
+3,806
| New | +$221K | 0.14% | 53 |
|
|
2023
Q4 | – | Sell |
-3,543
| Closed | -$204K | – | 57 |
|
|
2023
Q3 | $204K | Buy |
+3,543
| New | +$204K | 0.16% | 47 |
|
|
2023
Q2 | – | Sell |
-26,788
| Closed | -$1.57M | – | 70 |
|
|
2023
Q1 | $1.57M | Buy |
26,788
+4,879
| +22% | +$286K | 1.3% | 20 |
|
|
2022
Q4 | $1.27M | Buy |
+21,909
| New | +$1.27M | 1.11% | 21 |
|