EWM
Empirical Wealth Management’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $59.5M | Buy |
1,012,783
+32,651
| +3% | +$1.92M | 1.34% | 18 |
|
|
2025
Q1 | $57.5M | Buy |
980,132
+15,277
| +2% | +$897K | 1.48% | 15 |
|
|
2024
Q4 | $56.1M | Buy |
964,855
+58,001
| +6% | +$3.37M | 1.52% | 15 |
|
|
2024
Q3 | $53.5M | Buy |
906,854
+29,728
| +3% | +$1.75M | 1.5% | 15 |
|
|
2024
Q2 | $50.9M | Buy |
877,126
+26,624
| +3% | +$1.54M | 1.51% | 15 |
|
|
2024
Q1 | $49.4M | Buy |
850,502
+20,418
| +2% | +$1.19M | 1.49% | 16 |
|
|
2023
Q4 | $48.4M | Buy |
830,084
+28,404
| +4% | +$1.66M | 1.61% | 16 |
|
|
2023
Q3 | $46.2M | Buy |
801,680
+32,465
| +4% | +$1.87M | 1.81% | 14 |
|
|
2023
Q2 | $44.4M | Buy |
769,215
+22,561
| +3% | +$1.3M | 1.79% | 15 |
|
|
2023
Q1 | $43.7M | Buy |
746,654
+19,850
| +3% | +$1.16M | 1.9% | 14 |
|
|
2022
Q4 | $42M | Buy |
726,804
+2,400
| +0.3% | +$139K | 1.98% | 14 |
|
|
2022
Q3 | $41.9M | Sell |
724,404
-31,976
| -4% | -$1.85M | 2.19% | 10 |
|
|
2022
Q2 | $44.5M | Sell |
756,380
-54,367
| -7% | -$3.2M | 2.34% | 10 |
|
|
2022
Q1 | $48M | Buy |
810,747
+61,870
| +8% | +$3.67M | 2.4% | 8 |
|
|
2021
Q4 | $45.6M | Buy |
748,877
+32,714
| +5% | +$1.99M | 2.27% | 9 |
|
|
2021
Q3 | $44M | Sell |
716,163
-2,098
| -0.3% | -$129K | 2.5% | 7 |
|
|
2021
Q2 | $44.1M | Buy |
718,261
+23,097
| +3% | +$1.42M | 2.67% | 5 |
|
|
2021
Q1 | $42.8M | Sell |
695,164
-27,789
| -4% | -$1.71M | 3.43% | 4 |
|
|
2020
Q4 | $44.5M | Sell |
722,953
-17,748
| -2% | -$1.09M | 3.39% | 4 |
|
|
2020
Q3 | $46M | Buy |
740,701
+5,474
| +0.7% | +$340K | 3.93% | 4 |
|
|
2020
Q2 | $45.7M | Buy |
735,227
+62,913
| +9% | +$3.91M | 4.27% | 4 |
|
|
2020
Q1 | $41.9M | Buy |
672,314
+170,500
| +34% | +$10.6M | 4.58% | 4 |
|
|
2019
Q4 | $30.5M | Buy |
501,814
+359,897
| +254% | +$21.9M | 3.35% | 6 |
|
|
2019
Q3 | $8.65M | Buy |
+141,917
| New | +$8.65M | 1.05% | 17 |
|
|
2019
Q2 | – | Sell |
-4,060
| Closed | -$245K | – | 268 |
|
|
2019
Q1 | $245K | Sell |
4,060
-4,817
| -54% | -$291K | 0.04% | 205 |
|
|
2018
Q4 | $534K | Buy |
+8,877
| New | +$534K | 0.09% | 116 |
|