Authentikos Wealth Advisory’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
Q1 | – | Sell |
-14,446
| Closed | -$840K | – | 96 |
|
|
2024
Q4 | $840K | Sell |
14,446
-1,083
| -7% | -$63K | 0.83% | 32 |
|
|
2024
Q3 | $917K | Buy |
+15,529
| New | +$917K | 0.88% | 32 |
|
|
2024
Q2 | – | Sell |
-12,695
| Closed | -$737K | – | 70 |
|
|
2024
Q1 | $737K | Buy |
12,695
+692
| +6% | +$40.2K | 0.74% | 33 |
|
|
2023
Q4 | $700K | Sell |
12,003
-876
| -7% | -$51.1K | 0.74% | 32 |
|
|
2023
Q3 | $742K | Buy |
12,879
+2,795
| +28% | +$161K | 0.72% | 31 |
|
|
2023
Q2 | $582K | Buy |
10,084
+1,614
| +19% | +$93.2K | 0.55% | 35 |
|
|
2023
Q1 | $490K | Buy |
+8,470
| New | +$490K | 0.5% | 33 |
|