B.O.S.S. Retirement Advisors’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 | $4.53M | Sell |
76,983
-8,896
| -10% | -$523K | 1.14% | 19 |
|
2025
Q1 | $5.04M | Sell |
85,879
-10,036
| -10% | -$589K | 1.46% | 16 |
|
2024
Q4 | $5.58M | Buy |
95,915
+79,055
| +469% | +$4.6M | 1.56% | 13 |
|
2024
Q3 | $995K | Buy |
16,860
+10,080
| +149% | +$595K | 0.2% | 123 |
|
2024
Q2 | $393K | Buy |
+6,780
| New | +$393K | 0.1% | 134 |
|
2024
Q1 | – | Sell |
-44,418
| Closed | -$2.59M | – | 230 |
|
2023
Q4 | $2.59M | Buy |
44,418
+1,899
| +4% | +$111K | 0.5% | 54 |
|
2023
Q3 | $2.45M | Buy |
42,519
+8,107
| +24% | +$467K | 0.53% | 51 |
|
2023
Q2 | $1.99M | Buy |
34,412
+13,933
| +68% | +$804K | 0.42% | 76 |
|
2023
Q1 | $1.2M | Buy |
20,479
+2,380
| +13% | +$139K | 0.28% | 134 |
|
2022
Q4 | $1.05M | Buy |
+18,099
| New | +$1.05M | 0.27% | 135 |
|