Axxcess Wealth Management’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $15.5M | Buy |
264,089
+90,380
| +52% | +$5.31M | 0.36% | 55 |
|
|
2025
Q1 | $10.2M | Buy |
173,709
+3,529
| +2% | +$207K | 0.27% | 75 |
|
|
2024
Q4 | $9.9M | Buy |
170,180
+20,354
| +14% | +$1.18M | 0.24% | 76 |
|
|
2024
Q3 | $8.84M | Buy |
149,826
+17,385
| +13% | +$1.03M | 0.22% | 83 |
|
|
2024
Q2 | $7.68M | Buy |
132,441
+44,320
| +50% | +$2.57M | 0.2% | 89 |
|
|
2024
Q1 | $5.12M | Sell |
88,121
-6,347
| -7% | -$369K | 0.14% | 125 |
|
|
2023
Q4 | $5.51M | Sell |
94,468
-11,740
| -11% | -$685K | 0.16% | 123 |
|
|
2023
Q3 | $6.12M | Buy |
106,208
+48,998
| +86% | +$2.82M | 0.21% | 95 |
|
|
2023
Q2 | $3.3M | Sell |
57,210
-3,024
| -5% | -$175K | 0.24% | 89 |
|
|
2023
Q1 | $3.53M | Buy |
60,234
+3,988
| +7% | +$233K | 0.27% | 81 |
|
|
2022
Q4 | $3.25M | Sell |
56,246
-2,263
| -4% | -$131K | 0.27% | 82 |
|
|
2022
Q3 | $3.38M | Sell |
58,509
-21,958
| -27% | -$1.27M | 0.32% | 68 |
|
|
2022
Q2 | $4.74M | Buy |
80,467
+20,417
| +34% | +$1.2M | 0.44% | 52 |
|
|
2022
Q1 | $3.56M | Buy |
60,050
+19,056
| +46% | +$1.13M | 0.28% | 73 |
|
|
2021
Q4 | $2.49M | Buy |
+40,994
| New | +$2.49M | 0.18% | 98 |
|