Baron Silver Stevens Financial 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 | |
---|---|---|---|---|---|---|---|---|
2022
Q4 | – | Sell |
-2,269
| Closed | -$2.75K | – | 142 |
|
2022
Q3 | $2.75K | Buy |
+2,269
| New | +$2.75K | 0.75% | 25 |
|
2022
Q1 | – | Sell |
-8,428
| Closed | -$512K | – | 98 |
|
2021
Q4 | $512K | Buy |
8,428
+4,752
| +129% | +$289K | 0.12% | 51 |
|
2021
Q3 | $225K | Buy |
+3,676
| New | +$225K | 0.06% | 69 |
|
2021
Q1 | – | Sell |
-1,938
| Closed | -$119K | – | 451 |
|
2020
Q4 | $119K | Buy |
+1,938
| New | +$119K | 0.04% | 88 |
|