Dopkins 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-9,500
| Closed | -$551K | – | 85 |
|
|
2024
Q2 | $551K | Hold |
9,500
| – | – | 0.33% | 41 |
|
|
2024
Q1 | $552K | Hold |
9,500
| – | – | 0.33% | 41 |
|
|
2023
Q4 | $554K | Sell |
9,500
-260
| -3% | -$15.2K | 0.43% | 26 |
|
|
2023
Q3 | $562K | Sell |
9,760
-400
| -4% | -$23K | 0.43% | 30 |
|
|
2023
Q2 | $587K | Sell |
10,160
-525
| -5% | -$30.3K | 0.52% | 19 |
|
|
2023
Q1 | $626K | Sell |
10,685
-260
| -2% | -$15.2K | 0.59% | 18 |
|
|
2022
Q4 | $633K | Buy |
+10,945
| New | +$633K | 0.56% | 25 |
|