Berger Financial Group’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 | $247K | Hold |
4,194
| – | – | 0.02% | 368 |
|
|
2025
Q1 | $246K | Hold |
4,194
| – | – | 0.02% | 369 |
|
|
2024
Q4 | $244K | Sell |
4,194
-326
| -7% | -$19K | 0.02% | 361 |
|
|
2024
Q3 | $267K | Hold |
4,520
| – | – | 0.02% | 331 |
|
|
2024
Q2 | $262K | Hold |
4,520
| – | – | 0.02% | 310 |
|
|
2024
Q1 | $262K | Hold |
4,520
| – | – | 0.02% | 306 |
|
|
2023
Q4 | $264K | Hold |
4,520
| – | – | 0.03% | 253 |
|
|
2023
Q3 | $260K | Sell |
4,520
-8,489
| -65% | -$489K | 0.03% | 228 |
|
|
2023
Q2 | $751K | Sell |
13,009
-958
| -7% | -$55.3K | 0.09% | 132 |
|
|
2023
Q1 | $818K | Sell |
13,967
-2,160
| -13% | -$126K | 0.1% | 122 |
|
|
2022
Q4 | $932K | Sell |
16,127
-281
| -2% | -$16.2K | 0.12% | 108 |
|
|
2022
Q3 | $948K | Sell |
16,408
-5,973
| -27% | -$345K | 0.14% | 102 |
|
|
2022
Q2 | $1.32M | Sell |
22,381
-19,977
| -47% | -$1.18M | 0.19% | 83 |
|
|
2022
Q1 | $2.51M | Sell |
42,358
-33,995
| -45% | -$2.01M | 0.32% | 76 |
|
|
2021
Q4 | $4.65M | Sell |
76,353
-18,764
| -20% | -$1.14M | 0.62% | 56 |
|
|
2021
Q3 | $5.84M | Sell |
95,117
-6,884
| -7% | -$423K | 1.05% | 22 |
|
|
2021
Q2 | $6.27M | Sell |
102,001
-22,168
| -18% | -$1.36M | 1.13% | 18 |
|
|
2021
Q1 | $7.64M | Sell |
124,169
-14,629
| -11% | -$900K | 1.66% | 13 |
|
|
2020
Q4 | $8.55M | Buy |
+138,798
| New | +$8.55M | 1.49% | 14 |
|