AWM
Arista Wealth Management’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 | $29.9M | Buy |
509,015
+15,840
| +3% | +$931K | 4.14% | 6 |
|
|
2025
Q1 | $28.9M | Sell |
493,175
-55
| -0% | -$3.23K | 7.02% | 6 |
|
|
2024
Q4 | $28.7M | Sell |
493,230
-9,685
| -2% | -$563K | 6.88% | 6 |
|
|
2024
Q3 | $29.7M | Buy |
502,915
+9,174
| +2% | +$541K | 7.13% | 6 |
|
|
2024
Q2 | $28.6M | Buy |
493,741
+315,022
| +176% | +$18.3M | 7.53% | 5 |
|
|
2024
Q1 | $10.4M | Sell |
178,719
-241,378
| -57% | -$14M | 7.93% | 6 |
|
|
2023
Q4 | $24.5M | Sell |
420,097
-21,373
| -5% | -$1.25M | 8.97% | 5 |
|
|
2023
Q3 | $25.4M | Buy |
441,470
+52,120
| +13% | +$3M | 9.96% | 4 |
|
|
2023
Q2 | $22.5M | Buy |
389,350
+112,238
| +41% | +$6.48M | 9.34% | 4 |
|
|
2023
Q1 | $16.2M | Buy |
277,112
+112,812
| +69% | +$6.6M | 8.85% | 4 |
|
|
2022
Q4 | $9.49M | Buy |
+164,300
| New | +$9.49M | 5.99% | 4 |
|