EPG 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 | $9.29M | Sell |
157,964
-1,094
| -0.7% | -$64.3K | 2.79% | 6 |
|
|
2025
Q1 | $9.34M | Sell |
159,058
-1,797
| -1% | -$105K | 2.6% | 5 |
|
|
2024
Q4 | $9.36M | Sell |
160,855
-11,497
| -7% | -$669K | 2.47% | 6 |
|
|
2024
Q3 | $10.2M | Buy |
+172,352
| New | +$10.2M | 2.57% | 7 |
|
|
2024
Q2 | – | Sell |
-206,671
| Closed | -$12M | – | 5 |
|
|
2024
Q1 | $12M | Sell |
206,671
-9,316
| -4% | -$541K | 2.94% | 5 |
|
|
2023
Q4 | $12.5M | Sell |
215,987
-19,876
| -8% | -$1.15M | 3.29% | 4 |
|
|
2023
Q3 | $13.6M | Sell |
235,863
-2,321
| -1% | -$134K | 4.1% | 4 |
|
|
2023
Q2 | $13.8M | Buy |
238,184
+4,277
| +2% | +$247K | 4.07% | 4 |
|
|
2023
Q1 | $13.7M | Buy |
233,907
+1,453
| +0.6% | +$85.1K | 4.32% | 4 |
|
|
2022
Q4 | $13.4M | Buy |
232,454
+7,207
| +3% | +$417K | 5.12% | 3 |
|
|
2022
Q3 | $13M | Buy |
225,247
+186,937
| +488% | +$10.8M | 5.35% | 3 |
|
|
2022
Q2 | $2.26M | Buy |
38,310
+30,025
| +362% | +$1.77M | 0.96% | 21 |
|
|
2022
Q1 | $491K | Sell |
8,285
-1,126
| -12% | -$66.7K | 0.17% | 114 |
|
|
2021
Q4 | $572K | Buy |
9,411
+2,163
| +30% | +$131K | 0.2% | 104 |
|
|
2021
Q3 | $445K | Buy |
+7,248
| New | +$445K | 0.18% | 117 |
|