Caldwell Trust’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $50.8K | Sell |
864
-1,486
|
|
||||
|
2025
Q1 | $138K | Buy |
2,350
+2,000
|
|
||||
|
2024
Q4 | $20.4K | Hold |
350
|
|
||||
|
2024
Q3 | $20.7K | Hold |
350
|
|
||||
|
2024
Q2 | $20.3K | Buy |
+350
|
|
||||
|
2023
Q2 | – | Sell |
-145
|
|
||||
|
2023
Q1 | $8.49K | Hold |
145
|
|
||||
|
2022
Q4 | $8.38K | Hold |
145
|
|
||||
|
2022
Q3 | $8.38K | Hold |
145
|
|
||||
|
2022
Q2 | $8.54K | Hold |
145
|
|
||||
|
2022
Q1 | $8.59K | Hold |
145
|
|
||||
|
2021
Q4 | $8.82K | Hold |
145
|
|
||||
|
2021
Q3 | $8.9K | Hold |
145
|
|
||||
|
2021
Q2 | $8.91K | Hold |
145
|
|
||||
|
2021
Q1 | $8.92K | Buy |
+145
|
|