Colton Groome Financial Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-8,514
| Closed | -$518K | – | 136 |
|
|
2021
Q4 | $518K | Buy |
8,514
+3,060
| +56% | +$186K | 0.21% | 73 |
|
|
2021
Q3 | $335K | Buy |
5,454
+275
| +5% | +$16.9K | 0.15% | 90 |
|
|
2021
Q2 | $318K | Buy |
5,179
+160
| +3% | +$9.82K | 0.15% | 92 |
|
|
2021
Q1 | $309K | Sell |
5,019
-106
| -2% | -$6.53K | 0.17% | 55 |
|
|
2020
Q4 | $316K | Sell |
5,125
-3,135
| -38% | -$193K | 0.2% | 51 |
|
|
2020
Q3 | $513K | Sell |
8,260
-168
| -2% | -$10.4K | 0.36% | 37 |
|
|
2020
Q2 | $524K | Buy |
8,428
+65
| +0.8% | +$4.04K | 0.38% | 37 |
|
|
2020
Q1 | $521K | Sell |
8,363
-535
| -6% | -$33.3K | 0.43% | 37 |
|
|
2019
Q4 | $541K | Sell |
8,898
-436
| -5% | -$26.5K | 0.39% | 42 |
|
|
2019
Q3 | $567K | Buy |
9,334
+6
| +0.1% | +$364 | 0.42% | 42 |
|
|
2019
Q2 | $568K | Buy |
+9,328
| New | +$568K | 0.46% | 33 |
|