Aries 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 | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $298K | Hold |
5,063
| – | – | 0.08% | 182 |
|
2025
Q1 | $297K | Hold |
5,063
| – | – | 0.08% | 180 |
|
2024
Q4 | $295K | Buy |
5,063
+770
| +18% | +$44.8K | 0.08% | 181 |
|
2024
Q3 | $253K | Hold |
4,293
| – | – | 0.07% | 201 |
|
2024
Q2 | $249K | Buy |
4,293
+103
| +2% | +$5.97K | 0.08% | 179 |
|
2024
Q1 | $243K | Buy |
4,190
+344
| +9% | +$20K | 0.08% | 185 |
|
2023
Q4 | $224K | Hold |
3,846
| – | – | 0.08% | 183 |
|
2023
Q3 | $221K | Hold |
3,846
| – | – | 0.09% | 179 |
|
2023
Q2 | $222K | Hold |
3,846
| – | – | 0.09% | 180 |
|
2023
Q1 | $225K | Buy |
3,846
+175
| +5% | +$10.2K | 0.09% | 174 |
|
2022
Q4 | $212K | Buy |
+3,671
| New | +$212K | 0.09% | 175 |
|