Bison Wealth’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 | |
---|---|---|---|---|---|---|---|---|
2024
Q1 | – | Sell |
-3,745
| Closed | -$218K | – | 430 |
|
2023
Q4 | $218K | Buy |
+3,745
| New | +$218K | 0.04% | 365 |
|
2022
Q2 | – | Sell |
-4,810
| Closed | -$285K | – | 362 |
|
2022
Q1 | $285K | Buy |
+4,810
| New | +$285K | 0.15% | 166 |
|
2021
Q4 | – | Sell |
-2,319
| Closed | -$142K | – | 454 |
|
2021
Q3 | $142K | Buy |
2,319
+1
| +0% | +$61 | 0.06% | 253 |
|
2021
Q2 | $142K | Buy |
2,318
+1
| +0% | +$61 | 0.06% | 261 |
|
2021
Q1 | $143K | Sell |
2,317
-3,775
| -62% | -$233K | 0.06% | 255 |
|
2020
Q4 | $375K | Buy |
6,092
+102
| +2% | +$6.28K | 0.18% | 146 |
|
2020
Q3 | $372K | Buy |
5,990
+2
| +0% | +$124 | 0.22% | 111 |
|
2020
Q2 | $372K | Sell |
5,988
-1,082
| -15% | -$67.2K | 0.24% | 107 |
|
2020
Q1 | $441K | Buy |
7,070
+2
| +0% | +$125 | 0.32% | 89 |
|
2019
Q4 | $430K | Buy |
7,068
+1,518
| +27% | +$92.4K | 0.21% | 130 |
|
2019
Q3 | $338K | Buy |
+5,550
| New | +$338K | 0.19% | 142 |
|