Cedar Wealth Management’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 | $448K | Buy |
7,629
+48
| +0.6% | +$2.82K | 0.15% | 48 |
|
2025
Q1 | $445K | Sell |
7,581
-1,405
| -16% | -$82.5K | 0.16% | 52 |
|
2024
Q4 | $523K | Buy |
8,986
+63
| +0.7% | +$3.67K | 0.19% | 44 |
|
2024
Q3 | $527K | Buy |
8,923
+48
| +0.5% | +$2.83K | 0.16% | 63 |
|
2024
Q2 | $515K | Buy |
8,875
+46
| +0.5% | +$2.67K | 0.17% | 71 |
|
2024
Q1 | $513K | Sell |
8,829
-960
| -10% | -$55.7K | 0.17% | 69 |
|
2023
Q4 | $571K | Sell |
9,789
-1,908
| -16% | -$111K | 0.21% | 60 |
|
2023
Q3 | $674K | Sell |
11,697
-625
| -5% | -$36K | 0.27% | 53 |
|
2023
Q2 | $711K | Sell |
12,322
-2,285
| -16% | -$132K | 0.27% | 51 |
|
2023
Q1 | $855K | Sell |
14,607
-3,964
| -21% | -$232K | 0.35% | 40 |
|
2022
Q4 | $1.07M | Buy |
18,571
+10,100
| +119% | +$584K | 0.53% | 25 |
|
2022
Q3 | $490K | Buy |
8,471
+19
| +0.2% | +$1.1K | 0.24% | 67 |
|
2022
Q2 | $498K | Buy |
8,452
+4
| +0% | +$236 | 0.23% | 65 |
|
2022
Q1 | $501K | Sell |
8,448
-7,354
| -47% | -$436K | 0.2% | 75 |
|
2021
Q4 | $961K | Sell |
15,802
-1,353
| -8% | -$82.3K | 0.39% | 49 |
|
2021
Q3 | $1.05M | Buy |
17,155
+6
| +0% | +$368 | 0.47% | 39 |
|
2021
Q2 | $1.05M | Sell |
17,149
-2,413
| -12% | -$148K | 0.47% | 40 |
|
2021
Q1 | $1.2M | Buy |
19,562
+11,752
| +150% | +$723K | 0.6% | 32 |
|
2020
Q4 | $481K | Hold |
7,810
| – | – | 0.26% | 62 |
|
2020
Q3 | $485K | Hold |
7,810
| – | – | 0.3% | 56 |
|
2020
Q2 | $486K | Buy |
7,810
+2
| +0% | +$124 | 0.33% | 49 |
|
2020
Q1 | $487K | Buy |
7,808
+411
| +6% | +$25.6K | 0.33% | 37 |
|
2019
Q4 | $450K | Buy |
+7,397
| New | +$450K | 0.27% | 43 |
|