Diversified Portfolios Inc’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-4,531
| Closed | -$264K | – | 130 |
|
|
2023
Q4 | $264K | Sell |
4,531
-1,200
| -21% | -$70K | 0.04% | 115 |
|
|
2023
Q3 | $330K | Sell |
5,731
-23,122
| -80% | -$1.33M | 0.06% | 100 |
|
|
2023
Q2 | $1.67M | Buy |
28,853
+5,660
| +24% | +$327K | 0.33% | 47 |
|
|
2023
Q1 | $1.36M | Hold |
23,193
| – | – | 0.3% | 50 |
|
|
2022
Q4 | $1.34M | Buy |
+23,193
| New | +$1.34M | 0.31% | 44 |
|
|
2022
Q3 | – | Sell |
-15,327
| Closed | -$902K | – | 138 |
|
|
2022
Q2 | $902K | Hold |
15,327
| – | – | 0.25% | 53 |
|
|
2022
Q1 | $908K | Sell |
15,327
-145
| -0.9% | -$8.59K | 0.22% | 61 |
|
|
2021
Q4 | $941K | Buy |
+15,472
| New | +$941K | 0.23% | 57 |
|