Caldwell Trust’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $161K | Buy |
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|
2025
Q2 | $50.8K | Sell |
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|
2025
Q1 | $138K | Buy |
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|
2024
Q4 | $20.4K | Hold |
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|
2024
Q3 | $20.7K | Hold |
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|
2024
Q2 | $20.3K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $8.49K | Hold |
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|
2022
Q4 | $8.38K | Hold |
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|
2022
Q3 | $8.38K | Hold |
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|
2022
Q2 | $8.54K | Hold |
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|
2022
Q1 | $8.59K | Hold |
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|
2021
Q4 | $8.82K | Hold |
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|
2021
Q3 | $8.9K | Hold |
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|
2021
Q2 | $8.91K | Hold |
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|
2021
Q1 | $8.92K | Buy |
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