Avantax Advisory Services’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 | $3.05M | Buy |
51,930
+1,728
| +3% | +$102K | 0.02% | 612 |
|
|
2025
Q1 | $2.95M | Buy |
50,202
+8,336
| +20% | +$489K | 0.02% | 585 |
|
|
2024
Q4 | $2.44M | Sell |
41,866
-3,867
| -8% | -$225K | 0.02% | 626 |
|
|
2024
Q3 | $2.7M | Sell |
45,733
-7,033
| -13% | -$415K | 0.02% | 575 |
|
|
2024
Q2 | $3.06M | Buy |
52,766
+2,781
| +6% | +$161K | 0.02% | 518 |
|
|
2024
Q1 | $2.9M | Sell |
49,985
-7,322
| -13% | -$425K | 0.03% | 441 |
|
|
2023
Q4 | $3.34M | Buy |
57,307
+11,000
| +24% | +$642K | 0.03% | 369 |
|
|
2023
Q3 | $2.67M | Buy |
46,307
+3,132
| +7% | +$180K | 0.03% | 380 |
|
|
2023
Q2 | $2.49M | Sell |
43,175
-5,596
| -11% | -$323K | 0.03% | 395 |
|
|
2023
Q1 | $2.86M | Buy |
48,771
+13,328
| +38% | +$780K | 0.04% | 356 |
|
|
2022
Q4 | $2.05M | Buy |
35,443
+4,061
| +13% | +$235K | 0.03% | 423 |
|
|
2022
Q3 | $1.81M | Buy |
31,382
+5,436
| +21% | +$314K | 0.03% | 397 |
|
|
2022
Q2 | $1.53M | Sell |
25,946
-9,988
| -28% | -$588K | 0.02% | 441 |
|
|
2022
Q1 | $2.13M | Buy |
+35,934
| New | +$2.13M | 0.03% | 362 |
|
|
2021
Q4 | – | Sell |
-3,564
| Closed | -$219K | – | 1282 |
|
|
2021
Q3 | $219K | Buy |
3,564
+7
| +0.2% | +$430 | ﹤0.01% | 1067 |
|
|
2021
Q2 | $219K | Hold |
3,557
| – | – | ﹤0.01% | 1040 |
|
|
2021
Q1 | $220K | Buy |
+3,557
| New | +$220K | ﹤0.01% | 936 |
|
|
2020
Q4 | – | Sell |
-20,389
| Closed | -$1.26M | – | 1343 |
|
|
2020
Q3 | $1.26M | Buy |
+20,389
| New | +$1.26M | 0.02% | 475 |
|