EP Wealth Advisors’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $815K | Buy |
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|
2025
Q1 | $603K | Buy |
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|
2024
Q4 | $545K | Buy |
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|
2024
Q3 | $531K | Sell |
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|
2024
Q2 | $628K | Buy |
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|
2024
Q1 | $569K | Sell |
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|
2023
Q4 | $582K | Buy |
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|
2023
Q3 | $431K | Sell |
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|
2023
Q2 | $477K | Buy |
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|
2023
Q1 | $712K | Sell |
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|
2022
Q4 | $2.88M | Sell |
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|
2022
Q3 | $2.88M | Buy |
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|
2022
Q2 | $2.91M | Buy |
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|
2022
Q1 | $2.93M | Sell |
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|
2021
Q4 | $3.01M | Sell |
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|
2021
Q3 | $3.19M | Sell |
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|
2021
Q2 | $3.28M | Buy |
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|
2021
Q1 | $1.34M | Buy |
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|
2020
Q4 | $1.24M | Buy |
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|
2016
Q4 | – | Sell |
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|
2016
Q3 | $217K | Buy |
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|
2016
Q2 | – | Sell |
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|
2016
Q1 | $256K | Sell |
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|
2015
Q4 | $460K | Buy |
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