Family 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
Q1 | – | Sell |
-672
| Closed | -$39.1K | – | 226 |
|
|
2024
Q4 | $39.1K | Hold |
672
| – | – | 0.01% | 168 |
|
|
2024
Q3 | $39.7K | Buy |
672
+512
| +320% | +$30.2K | 0.01% | 172 |
|
|
2024
Q2 | $9.28K | Hold |
160
| – | – | ﹤0.01% | 170 |
|
|
2024
Q1 | $9.29K | Hold |
160
| – | – | ﹤0.01% | 171 |
|
|
2023
Q4 | $9.33K | Sell |
160
-48
| -23% | -$2.8K | ﹤0.01% | 159 |
|
|
2023
Q3 | $12K | Hold |
208
| – | – | ﹤0.01% | 147 |
|
|
2023
Q2 | $12K | Sell |
208
-50
| -19% | -$2.89K | ﹤0.01% | 157 |
|
|
2023
Q1 | $15.1K | Hold |
258
| – | – | ﹤0.01% | 144 |
|
|
2022
Q4 | $14.9K | Sell |
258
-15,151
| -98% | -$876K | ﹤0.01% | 161 |
|
|
2022
Q3 | $890K | Buy |
15,409
+3,700
| +32% | +$214K | 0.23% | 67 |
|
|
2022
Q2 | $689K | Buy |
+11,709
| New | +$689K | 0.19% | 76 |
|