Defined 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 | $1.21M | Buy |
20,501
+3,891
| +23% | +$229K | 0.75% | 33 |
|
2025
Q1 | $975K | Buy |
16,610
+6,501
| +64% | +$382K | 0.66% | 42 |
|
2024
Q4 | $588K | Buy |
10,109
+36
| +0.4% | +$2.09K | 0.39% | 56 |
|
2024
Q3 | $595K | Buy |
10,073
+232
| +2% | +$13.7K | 0.39% | 59 |
|
2024
Q2 | $571K | Sell |
9,841
-1,092
| -10% | -$63.3K | 0.4% | 58 |
|
2024
Q1 | $635K | Sell |
10,933
-11
| -0.1% | -$639 | 0.46% | 57 |
|
2023
Q4 | $638K | Buy |
10,944
+344
| +3% | +$20.1K | 0.49% | 53 |
|
2023
Q3 | $611K | Sell |
10,600
-3,698
| -26% | -$213K | 0.52% | 50 |
|
2023
Q2 | $825K | Buy |
14,298
+3,468
| +32% | +$200K | 0.7% | 41 |
|
2023
Q1 | $634K | Buy |
+10,830
| New | +$634K | 0.59% | 45 |
|