Buttonwood 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 | |
---|---|---|---|---|---|---|---|---|
2024
Q3 | – | Sell |
-7,988
| Closed | -$463K | – | 99 |
|
2024
Q2 | $463K | Hold |
7,988
| – | – | 0.22% | 74 |
|
2024
Q1 | $464K | Sell |
7,988
-556
| -7% | -$32.3K | 0.22% | 76 |
|
2023
Q4 | $498K | Sell |
8,544
-51
| -0.6% | -$2.98K | 0.27% | 71 |
|
2023
Q3 | $495K | Buy |
8,595
+2,654
| +45% | +$153K | 0.31% | 70 |
|
2023
Q2 | $343K | Buy |
+5,941
| New | +$343K | 0.21% | 77 |
|