Barton Investment 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 | $1.61M | Buy |
27,389
+2,470
| +10% | +$145K | 0.17% | 25 |
|
|
2025
Q1 | $1.46M | Buy |
+24,919
| New | +$1.46M | 0.18% | 27 |
|
|
2024
Q4 | – | Sell |
-23,469
| Closed | -$1.39M | – | 51 |
|
|
2024
Q3 | $1.39M | Buy |
23,469
+1,620
| +7% | +$95.6K | 0.17% | 28 |
|
|
2024
Q2 | $1.27M | Buy |
21,849
+920
| +4% | +$53.4K | 0.17% | 27 |
|
|
2024
Q1 | $1.22M | Buy |
20,929
+1,325
| +7% | +$76.9K | 0.15% | 27 |
|
|
2023
Q4 | $1.14M | Hold |
19,604
| – | – | 0.15% | 30 |
|
|
2023
Q3 | $1.13M | Buy |
19,604
+432
| +2% | +$24.9K | 0.18% | 27 |
|
|
2023
Q2 | $1.11M | Sell |
19,172
-1,007
| -5% | -$58.1K | 0.17% | 27 |
|
|
2023
Q1 | $1.18M | Buy |
20,179
+1,957
| +11% | +$115K | 0.21% | 27 |
|
|
2022
Q4 | $1.05M | Hold |
18,222
| – | – | 0.21% | 29 |
|
|
2022
Q3 | $1.05M | Sell |
18,222
-478
| -3% | -$27.6K | 0.21% | 27 |
|
|
2022
Q2 | $1.1M | Buy |
+18,700
| New | +$1.1M | 0.22% | 27 |
|