Beaumont 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.2M | Sell |
20,437
-974
| -5% | -$57.3K | 0.09% | 131 |
|
|
2025
Q1 | $1.26M | Sell |
21,411
-267
| -1% | -$15.7K | 0.1% | 127 |
|
|
2024
Q4 | $1.26M | Sell |
21,678
-2,096
| -9% | -$122K | 0.09% | 129 |
|
|
2024
Q3 | $1.4M | Sell |
23,774
-467
| -2% | -$27.6K | 0.11% | 117 |
|
|
2024
Q2 | $1.41M | Sell |
24,241
-903
| -4% | -$52.4K | 0.11% | 118 |
|
|
2024
Q1 | $1.46M | Sell |
25,144
-1,438
| -5% | -$83.5K | 0.12% | 111 |
|
|
2023
Q4 | $1.55M | Sell |
26,582
-2,320
| -8% | -$135K | 0.14% | 103 |
|
|
2023
Q3 | $1.66M | Sell |
28,902
-3,650
| -11% | -$210K | 0.17% | 90 |
|
|
2023
Q2 | $1.88M | Sell |
32,552
-30,149
| -48% | -$1.74M | 0.17% | 91 |
|
|
2023
Q1 | $3.67M | Sell |
62,701
-5,633
| -8% | -$330K | 0.37% | 42 |
|
|
2022
Q4 | $3.95M | Sell |
68,334
-61,999
| -48% | -$3.58M | 0.4% | 40 |
|
|
2022
Q3 | $7.53M | Sell |
130,333
-198,050
| -60% | -$11.4M | 0.72% | 33 |
|
|
2022
Q2 | $19.3M | Buy |
328,383
+308,206
| +1,528% | +$18.1M | 1.73% | 13 |
|
|
2022
Q1 | $1.2M | Buy |
+20,177
| New | +$1.2M | 0.09% | 142 |
|
|
2021
Q3 | – | Sell |
-10,384
| Closed | -$638K | – | 385 |
|
|
2021
Q2 | $638K | Sell |
10,384
-12,341
| -54% | -$758K | 0.05% | 180 |
|
|
2021
Q1 | $1.4M | Sell |
22,725
-17,750
| -44% | -$1.09M | 0.12% | 112 |
|
|
2020
Q4 | $2.49M | Sell |
40,475
-15,492
| -28% | -$954K | 0.22% | 85 |
|
|
2020
Q3 | $3.48M | Buy |
55,967
+12,858
| +30% | +$799K | 0.33% | 79 |
|
|
2020
Q2 | $2.68M | Sell |
43,109
-675,277
| -94% | -$42M | 0.28% | 76 |
|
|
2020
Q1 | $44.8M | Buy |
+718,386
| New | +$44.8M | 5.65% | 1 |
|
|
2019
Q1 | – | Sell |
-30,955
| Closed | -$1.86M | – | 245 |
|
|
2018
Q4 | $1.86M | Buy |
30,955
+19,881
| +180% | +$1.2M | 0.3% | 56 |
|
|
2018
Q3 | $662K | Buy |
+11,074
| New | +$662K | 0.07% | 124 |
|