Charles Schwab Investment Advisory’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 | |
---|---|---|---|---|---|---|---|---|
2023
Q3 | – | Sell |
-5,293
| Closed | -$306K | – | 116 |
|
2023
Q2 | $306K | Sell |
5,293
-821
| -13% | -$47.4K | ﹤0.01% | 85 |
|
2023
Q1 | $358K | Buy |
6,114
+1,596
| +35% | +$93.4K | ﹤0.01% | 80 |
|
2022
Q4 | $261K | Buy |
+4,518
| New | +$261K | ﹤0.01% | 91 |
|
2019
Q1 | – | Sell |
-8,274,940
| Closed | -$497M | – | 180 |
|
2018
Q4 | $497M | Buy |
+8,274,940
| New | +$497M | 0.94% | 22 |
|