Carolinas Wealth Consulting’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 | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | – | Sell |
-397
| Closed | -$23.3K | – | 912 |
|
2025
Q1 | $23.3K | Sell |
397
-331
| -45% | -$19.4K | 0.01% | 438 |
|
2024
Q4 | $42.3K | Buy |
728
+6
| +0.8% | +$349 | 0.01% | 388 |
|
2024
Q3 | $42.6K | Buy |
722
+5
| +0.7% | +$295 | 0.01% | 387 |
|
2024
Q2 | $41.5K | Sell |
717
-461
| -39% | -$26.7K | 0.01% | 389 |
|
2024
Q1 | $68.4K | Sell |
1,178
-2,343
| -67% | -$136K | 0.01% | 331 |
|
2023
Q4 | $205K | Sell |
3,521
-503
| -13% | -$29.3K | 0.04% | 157 |
|
2023
Q3 | $232K | Sell |
4,024
-101,784
| -96% | -$5.87M | 0.06% | 133 |
|
2023
Q2 | $6.11M | Sell |
105,808
-6,224
| -6% | -$359K | 1.21% | 21 |
|
2023
Q1 | $6.56M | Buy |
112,032
+107,381
| +2,309% | +$6.29M | 1.4% | 18 |
|
2022
Q4 | $269K | Sell |
4,651
-250
| -5% | -$14.5K | 0.06% | 142 |
|
2022
Q3 | $283K | Buy |
4,901
+788
| +19% | +$45.5K | 0.07% | 125 |
|
2022
Q2 | $242K | Sell |
4,113
-127
| -3% | -$7.47K | 0.06% | 139 |
|
2022
Q1 | $251K | Buy |
4,240
+247
| +6% | +$14.6K | 0.06% | 146 |
|
2021
Q4 | $243K | Sell |
3,993
-357
| -8% | -$21.7K | 0.05% | 153 |
|
2021
Q3 | $267K | Buy |
4,350
+5
| +0.1% | +$307 | 0.06% | 126 |
|
2021
Q2 | $267K | Sell |
4,345
-565
| -12% | -$34.7K | 0.06% | 136 |
|
2021
Q1 | $302K | Sell |
4,910
-7,029
| -59% | -$432K | 0.07% | 124 |
|
2020
Q4 | $735K | Buy |
11,939
+7,264
| +155% | +$447K | 0.2% | 58 |
|
2020
Q3 | $290K | Buy |
4,675
+2,277
| +95% | +$141K | 0.1% | 92 |
|
2020
Q2 | $149K | Sell |
2,398
-127
| -5% | -$7.89K | 0.06% | 118 |
|
2020
Q1 | $157K | Buy |
+2,525
| New | +$157K | 0.09% | 105 |
|