Bartlett & Co 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.59M | Sell |
95,144
-3,885
| -4% | -$228K | 0.08% | 133 |
|
|
2025
Q1 | $5.81M | Buy |
99,029
+6,540
| +7% | +$384K | 0.09% | 131 |
|
|
2024
Q4 | $5.38M | Buy |
92,489
+2,649
| +3% | +$154K | 0.08% | 134 |
|
|
2024
Q3 | $5.3M | Sell |
89,840
-798
| -0.9% | -$47.1K | 0.08% | 133 |
|
|
2024
Q2 | $5.26M | Sell |
90,638
-435
| -0.5% | -$25.2K | 0.08% | 133 |
|
|
2024
Q1 | $5.29M | Buy |
+91,073
| New | +$5.29M | 0.08% | 139 |
|
|
2023
Q4 | – | Sell |
-5
| Closed | -$288 | – | 1273 |
|
|
2023
Q3 | $288 | Hold |
5
| – | – | ﹤0.01% | 1141 |
|
|
2023
Q2 | $289 | Buy |
+5
| New | +$289 | ﹤0.01% | 1127 |
|
|
2023
Q1 | – | Sell |
-357
| Closed | -$20.6K | – | 1110 |
|
|
2022
Q4 | $20.6K | Buy |
357
+2
| +0.6% | +$116 | ﹤0.01% | 717 |
|
|
2022
Q3 | $20.5K | Buy |
355
+1
| +0.3% | +$58 | ﹤0.01% | 700 |
|
|
2022
Q2 | $20.8K | Buy |
+354
| New | +$20.8K | ﹤0.01% | 732 |
|