Executive 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
Q1 | – | Sell |
-11,871
| Closed | -$692K | – | 257 |
|
|
2023
Q4 | $692K | Sell |
11,871
-2,035
| -15% | -$119K | 0.07% | 131 |
|
|
2023
Q3 | $801K | Sell |
13,906
-13,122
| -49% | -$756K | 0.08% | 126 |
|
|
2023
Q2 | $1.56M | Sell |
27,028
-21,209
| -44% | -$1.22M | 0.16% | 103 |
|
|
2023
Q1 | $2.82M | Sell |
48,237
-8,119
| -14% | -$475K | 0.31% | 75 |
|
|
2022
Q4 | $3.26M | Buy |
56,356
+52,815
| +1,492% | +$3.05M | 0.4% | 68 |
|
|
2022
Q3 | $3.54K | Sell |
3,541
-32,914
| -90% | -$32.9K | 0.49% | 62 |
|
|
2022
Q2 | $2.15M | Buy |
+36,455
| New | +$2.15M | 0.29% | 75 |
|