Carlton Hofferkamp & Jenks Wealth Management’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
Q2 | $771K | Sell |
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|
2025
Q1 | $858K | Sell |
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|
2024
Q4 | $1.15M | Buy |
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|
2024
Q3 | $1.05M | Buy |
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|
2024
Q2 | $885K | Buy |
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|
2024
Q1 | $799K | Buy |
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|
2023
Q4 | $527K | Hold |
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|
2023
Q3 | $520K | Sell |
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|
2023
Q2 | $819K | Hold |
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|
2023
Q1 | $832K | Sell |
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|
2022
Q4 | $893K | Buy |
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|
2022
Q3 | $558K | Buy |
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|
2022
Q2 | $416K | Buy |
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|
2022
Q1 | $273K | Hold |
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|
2021
Q4 | $280K | Sell |
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|
2021
Q3 | $291K | Sell |
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|
2021
Q2 | $314K | Sell |
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|
2021
Q1 | $351K | Buy |
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|
2020
Q4 | $295K | Hold |
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|
2020
Q3 | $296K | Hold |
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|
2020
Q2 | $297K | Hold |
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|
2020
Q1 | $298K | Sell |
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|
2019
Q4 | $346K | Hold |
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|
2019
Q3 | $345K | Sell |
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|
2019
Q2 | $566K | Buy |
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|
2019
Q1 | $541K | Sell |
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|
2018
Q4 | $695K | Sell |
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|
2018
Q3 | $731K | Buy |
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|
2018
Q2 | $712K | Hold |
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|
2018
Q1 | $714K | Buy |
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|
2017
Q4 | $687K | Sell |
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|
2017
Q3 | $1.3M | Buy |
|