Aspiriant LLC’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 | $934K | Buy |
15,888
+174
| +1% | +$10.2K | 0.03% | 152 |
|
|
2025
Q1 | $922K | Buy |
15,714
+978
| +7% | +$57.4K | 0.03% | 143 |
|
|
2024
Q4 | $857K | Buy |
14,736
+1,567
| +12% | +$91.2K | 0.03% | 153 |
|
|
2024
Q3 | $777K | Hold |
13,169
| – | – | 0.03% | 163 |
|
|
2024
Q2 | $764K | Hold |
13,169
| – | – | 0.03% | 158 |
|
|
2024
Q1 | $765K | Sell |
13,169
-7,232
| -35% | -$420K | 0.03% | 161 |
|
|
2023
Q4 | $1.19M | Buy |
20,401
+4,737
| +30% | +$276K | 0.05% | 130 |
|
|
2023
Q3 | $902K | Buy |
15,664
+69
| +0.4% | +$3.97K | 0.05% | 140 |
|
|
2023
Q2 | $900K | Buy |
15,595
+552
| +4% | +$31.9K | 0.05% | 143 |
|
|
2023
Q1 | $881K | Buy |
15,043
+5,046
| +50% | +$295K | 0.05% | 141 |
|
|
2022
Q4 | $578K | Hold |
9,997
| – | – | 0.03% | 166 |
|
|
2022
Q3 | $578K | Hold |
9,997
| – | – | 0.03% | 159 |
|
|
2022
Q2 | $589K | Sell |
9,997
-1,740
| -15% | -$103K | 0.03% | 154 |
|
|
2022
Q1 | $696K | Sell |
11,737
-254
| -2% | -$15.1K | 0.04% | 152 |
|
|
2021
Q4 | $730K | Buy |
11,991
+2,162
| +22% | +$132K | 0.04% | 159 |
|
|
2021
Q3 | $604K | Hold |
9,829
| – | – | 0.04% | 148 |
|
|
2021
Q2 | $604K | Hold |
9,829
| – | – | 0.03% | 147 |
|
|
2021
Q1 | $605K | Hold |
9,829
| – | – | 0.04% | 134 |
|
|
2020
Q4 | $606K | Sell |
9,829
-772
| -7% | -$47.6K | 0.04% | 138 |
|
|
2020
Q3 | $659K | Sell |
10,601
-1,403
| -12% | -$87.2K | 0.05% | 133 |
|
|
2020
Q2 | $747K | Hold |
12,004
| – | – | 0.07% | 106 |
|
|
2020
Q1 | $749K | Buy |
12,004
+3,415
| +40% | +$213K | 0.07% | 97 |
|
|
2019
Q4 | $522K | Sell |
8,589
-435
| -5% | -$26.4K | 0.05% | 135 |
|
|
2019
Q3 | $550K | Buy |
9,024
+435
| +5% | +$26.5K | 0.05% | 136 |
|
|
2019
Q2 | $523K | Buy |
8,589
+2,503
| +41% | +$152K | 0.04% | 144 |
|
|
2019
Q1 | $367K | Sell |
6,086
-5,853
| -49% | -$353K | 0.03% | 167 |
|
|
2018
Q4 | $718K | Buy |
+11,939
| New | +$718K | 0.05% | 124 |
|