BSW
Buckingham Strategic Wealth’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $12.9M | Sell |
222,450
-8,329
| -4% | -$483K | 0.13% | 80 |
|
|
2024
Q1 | $13.4M | Sell |
230,779
-6,006
| -3% | -$349K | 0.14% | 79 |
|
|
2023
Q4 | $13.8M | Sell |
236,785
-6,699
| -3% | -$391K | 0.16% | 77 |
|
|
2023
Q3 | $14M | Buy |
243,484
+47,152
| +24% | +$2.72M | 0.2% | 61 |
|
|
2023
Q2 | $11.3M | Buy |
196,332
+71,536
| +57% | +$4.13M | 0.16% | 77 |
|
|
2023
Q1 | $7.22M | Hold |
124,796
| – | – | 0.13% | 90 |
|
|
2022
Q4 | $7.22M | Buy |
124,796
+12,260
| +11% | +$709K | 0.13% | 90 |
|
|
2022
Q3 | $6.5M | Buy |
112,536
+11,941
| +12% | +$690K | 0.13% | 87 |
|
|
2022
Q2 | $5.92M | Buy |
100,595
+66,981
| +199% | +$3.94M | 0.12% | 95 |
|
|
2022
Q1 | $1.99M | Buy |
33,614
+11,387
| +51% | +$675K | 0.04% | 180 |
|
|
2021
Q4 | $1.35M | Sell |
22,227
-1,625
| -7% | -$98.8K | 0.03% | 232 |
|
|
2021
Q3 | $1.47M | Sell |
23,852
-3,863
| -14% | -$237K | 0.03% | 216 |
|
|
2021
Q2 | $1.7M | Sell |
27,715
-12,214
| -31% | -$751K | 0.04% | 191 |
|
|
2021
Q1 | $2.46M | Buy |
39,929
+29,015
| +266% | +$1.78M | 0.12% | 133 |
|
|
2020
Q4 | $672K | Buy |
+10,914
| New | +$672K | 0.04% | 272 |
|
|
2020
Q1 | – | Sell |
-6,185
| Closed | -$376K | – | 514 |
|
|
2019
Q4 | $376K | Buy |
6,185
+550
| +10% | +$33.4K | 0.04% | 302 |
|
|
2019
Q3 | $343K | Buy |
5,635
+770
| +16% | +$46.9K | 0.04% | 296 |
|
|
2019
Q2 | $296K | Sell |
4,865
-2,565
| -35% | -$156K | 0.03% | 347 |
|
|
2019
Q1 | $449K | Buy |
7,430
+4,002
| +117% | +$242K | 0.06% | 243 |
|
|
2018
Q4 | $206K | Buy |
+3,428
| New | +$206K | 0.03% | 323 |
|