AWE
Avidian Wealth Enterprises’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-9,830
| Closed | -$566K | – | 432 |
|
|
2023
Q3 | $566K | Sell |
9,830
-2,262
| -19% | -$130K | 0.04% | 234 |
|
|
2023
Q2 | $698K | Sell |
12,092
-1,664
| -12% | -$96.1K | 0.05% | 224 |
|
|
2023
Q1 | $805K | Sell |
13,756
-2,789
| -17% | -$163K | 0.04% | 232 |
|
|
2022
Q4 | $957K | Buy |
+16,545
| New | +$957K | 0.06% | 184 |
|
|
2022
Q3 | – | Sell |
-64,722
| Closed | -$3.81M | – | 467 |
|
|
2022
Q2 | $3.81M | Buy |
64,722
+2,922
| +5% | +$172K | 0.27% | 74 |
|
|
2022
Q1 | $3.66M | Buy |
+61,800
| New | +$3.66M | 0.22% | 81 |
|