Arkadios Wealth Advisors’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 | $11.2M | Buy |
190,232
+25,003
| +15% | +$1.47M | 0.33% | 51 |
|
2025
Q1 | $9.7M | Buy |
165,229
+147,925
| +855% | +$8.68M | 0.37% | 50 |
|
2024
Q4 | $1.01M | Buy |
17,304
+7,853
| +83% | +$457K | 0.05% | 331 |
|
2024
Q3 | $558K | Buy |
9,451
+932
| +11% | +$55K | 0.03% | 505 |
|
2024
Q2 | $494K | Buy |
8,519
+914
| +12% | +$53K | 0.03% | 471 |
|
2024
Q1 | $442K | Buy |
7,605
+2,029
| +36% | +$118K | 0.03% | 406 |
|
2023
Q4 | $325K | Buy |
5,576
+1,427
| +34% | +$83.2K | 0.03% | 495 |
|
2023
Q3 | $239K | Buy |
+4,149
| New | +$239K | 0.02% | 567 |
|
2021
Q4 | – | Sell |
-948
| Closed | -$58K | – | 1735 |
|
2021
Q3 | $58K | Hold |
948
| – | – | 0.01% | 835 |
|
2021
Q2 | $58K | Hold |
948
| – | – | 0.01% | 877 |
|
2021
Q1 | $58K | Buy |
948
+79
| +9% | +$4.83K | 0.01% | 652 |
|
2020
Q4 | $53K | Buy |
+869
| New | +$53K | 0.01% | 550 |
|