DWMG
DB Wealth Management Group’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $4.32K | Sell |
74
-89
| -55% | -$5.19K | ﹤0.01% | 319 |
|
|
2023
Q3 | $9.39K | Hold |
163
| – | – | 0.01% | 284 |
|
|
2023
Q2 | $9.41K | Hold |
163
| – | – | 0.01% | 284 |
|
|
2023
Q1 | $9.54K | Hold |
163
| – | – | 0.01% | 284 |
|
|
2022
Q4 | $9.43K | Buy |
+163
| New | +$9.43K | 0.01% | 279 |
|
|
2022
Q3 | – | Sell |
-163
| Closed | -$10K | – | 296 |
|
|
2022
Q2 | $10K | Hold |
163
| – | – | 0.01% | 291 |
|
|
2022
Q1 | $10K | Hold |
163
| – | – | 0.01% | 312 |
|
|
2021
Q4 | $10K | Sell |
163
-199
| -55% | -$12.2K | 0.01% | 274 |
|
|
2021
Q3 | $22K | Sell |
362
-170
| -32% | -$10.3K | 0.01% | 223 |
|
|
2021
Q2 | $33K | Sell |
532
-453
| -46% | -$28.1K | 0.02% | 195 |
|
|
2021
Q1 | $61K | Sell |
985
-3,150
| -76% | -$195K | 0.04% | 148 |
|
|
2020
Q4 | $255K | Buy |
+4,135
| New | +$255K | 0.19% | 76 |
|