Birchcreek 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 | $638K | Sell |
10,846
-4
| -0% | -$235 | 0.36% | 50 |
|
2025
Q1 | $637K | Sell |
10,850
-774
| -7% | -$45.4K | 0.4% | 46 |
|
2024
Q4 | $676K | Buy |
11,624
+2,652
| +30% | +$154K | 0.42% | 45 |
|
2024
Q3 | $529K | Sell |
8,972
-22,288
| -71% | -$1.32M | 0.35% | 53 |
|
2024
Q2 | $1.81M | Sell |
31,260
-16,161
| -34% | -$937K | 1.02% | 20 |
|
2024
Q1 | $2.75M | Sell |
47,421
-583
| -1% | -$33.9K | 1.45% | 16 |
|
2023
Q4 | $2.8M | Sell |
48,004
-2,215
| -4% | -$129K | 1.67% | 14 |
|
2023
Q3 | $2.89M | Buy |
50,219
+4,142
| +9% | +$239K | 1.96% | 12 |
|
2023
Q2 | $2.66M | Sell |
46,077
-9,033
| -16% | -$521K | 1.86% | 13 |
|
2023
Q1 | $3.23M | Buy |
55,110
+5,587
| +11% | +$327K | 2.55% | 8 |
|
2022
Q4 | $2.86M | Sell |
49,523
-2,713
| -5% | -$157K | 2.55% | 9 |
|
2022
Q3 | $3.02M | Buy |
52,236
+3,109
| +6% | +$180K | 2.8% | 7 |
|
2022
Q2 | $2.89M | Buy |
49,127
+2,315
| +5% | +$136K | 2.6% | 10 |
|
2022
Q1 | $2.77M | Buy |
46,812
+6,969
| +17% | +$413K | 2.46% | 10 |
|
2021
Q4 | $2.42M | Buy |
39,843
+14,451
| +57% | +$879K | 2.11% | 12 |
|
2021
Q3 | $1.56M | Buy |
25,392
+13,711
| +117% | +$842K | 1.45% | 19 |
|
2021
Q2 | $718K | Buy |
11,681
+811
| +7% | +$49.9K | 0.69% | 36 |
|
2021
Q1 | $669K | Sell |
10,870
-28
| -0.3% | -$1.72K | 0.71% | 38 |
|
2020
Q4 | $671K | Buy |
+10,898
| New | +$671K | 0.66% | 39 |
|