APW
Axim Planning & Wealth’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-5,422
| Closed | -$316K | – | 31 |
|
|
2023
Q4 | $316K | Buy |
5,422
+654
| +14% | +$38.1K | 0.29% | 15 |
|
|
2023
Q3 | $275K | Sell |
4,768
-368
| -7% | -$21.2K | 0.24% | 19 |
|
|
2023
Q2 | $297K | Sell |
5,136
-236
| -4% | -$13.6K | 0.27% | 17 |
|
|
2023
Q1 | $314K | Buy |
+5,372
| New | +$314K | 0.31% | 15 |
|