Essential Planning’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 | $453K | Buy |
7,712
+187
| +2% | +$11K | 0.17% | 50 |
|
|
2025
Q1 | $442K | Sell |
7,525
-481,600
| -98% | -$28.3M | 0.18% | 48 |
|
|
2024
Q4 | $28.6M | Buy |
489,125
+481,600
| +6,400% | +$28.1M | 0.19% | 46 |
|
|
2024
Q3 | $444K | Hold |
7,525
| – | – | 0.18% | 49 |
|
|
2024
Q2 | $436K | Sell |
7,525
-1,207
| -14% | -$70K | 0.19% | 45 |
|
|
2024
Q1 | $509K | Hold |
8,732
| – | – | 0.26% | 36 |
|
|
2023
Q4 | $509K | Buy |
8,732
+1,419
| +19% | +$82.8K | 0.26% | 36 |
|
|
2023
Q3 | $421K | Hold |
7,313
| – | – | 0.23% | 38 |
|
|
2023
Q2 | $422K | Hold |
7,313
| – | – | 0.24% | 31 |
|
|
2023
Q1 | $428K | Buy |
7,313
+1,110
| +18% | +$65K | 0.26% | 31 |
|
|
2022
Q4 | $358K | Hold |
6,203
| – | – | 0.28% | 31 |
|
|
2022
Q3 | $358K | Buy |
+6,203
| New | +$358K | 2.07% | 12 |
|