Bluestem 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-3,988
| Closed | -$245K | – | 26 |
|
|
2021
Q3 | $245K | Sell |
3,988
-468
| -11% | -$28.8K | 0.16% | 26 |
|
|
2021
Q2 | $274K | Buy |
4,456
+343
| +8% | +$21.1K | 0.18% | 22 |
|
|
2021
Q1 | $253K | Sell |
4,113
-320
| -7% | -$19.7K | 0.18% | 26 |
|
|
2020
Q4 | $273K | Sell |
4,433
-80
| -2% | -$4.93K | 0.2% | 23 |
|
|
2020
Q3 | $280K | Sell |
4,513
-294
| -6% | -$18.2K | 0.24% | 22 |
|
|
2020
Q2 | $299K | Sell |
4,807
-319
| -6% | -$19.8K | 0.27% | 21 |
|
|
2020
Q1 | $320K | Buy |
5,126
+1,183
| +30% | +$73.9K | 0.34% | 15 |
|
|
2019
Q4 | $240K | Buy |
+3,943
| New | +$240K | 0.22% | 18 |
|