Baker Tilly Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-7,411
| Closed | -$428K | – | 554 |
|
|
2023
Q2 | $428K | Sell |
7,411
-5,626
| -43% | -$325K | 0.04% | 380 |
|
|
2023
Q1 | $763K | Sell |
13,037
-5,354
| -29% | -$313K | 0.09% | 247 |
|
|
2022
Q4 | $1.06M | Buy |
18,391
+3,803
| +26% | +$220K | 0.13% | 174 |
|
|
2022
Q3 | $843K | Sell |
14,588
-81,987
| -85% | -$4.74M | 0.11% | 196 |
|
|
2022
Q2 | $5.68M | Buy |
96,575
+13,246
| +16% | +$780K | 0.75% | 24 |
|
|
2022
Q1 | $4.94M | Buy |
+83,329
| New | +$4.94M | 0.55% | 38 |
|