Financial Advocates Investment Management’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History

Financial Advocates Investment Management’s Portfolio VGSH Stock Details VGSH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-14,280	Closed	-$838K	–	754
2025 Q1	$838K	Sell	14,280 -673	-5%	-$39.5K	0.06%	317
2024 Q4	$870K	Sell	14,953 -2,985	-17%	-$174K	0.05%	330
2024 Q3	$1.06M	Sell	17,938 -4,828	-21%	-$285K	0.06%	294
2024 Q2	$1.32M	Sell	22,766 -3,672	-14%	-$213K	0.08%	230
2024 Q1	$1.54M	Sell	26,438 -3,998	-13%	-$232K	0.09%	222
2023 Q4	$1.78M	Sell	30,436 -7,236	-19%	-$422K	0.12%	188
2023 Q3	$2.17M	Sell	37,672 -9,126	-20%	-$526K	0.16%	149
2023 Q2	$2.7M	Sell	46,798 -1,452	-3%	-$83.8K	0.19%	126
2023 Q1	$2.82M	Sell	48,250 -2,798	-5%	-$164K	0.2%	114
2022 Q4	$2.95M	Sell	51,048 -9,345	-15%	-$540K	0.22%	118
2022 Q3	$3.49M	Sell	60,393 -3,519	-6%	-$203K	0.29%	90
2022 Q2	$3.76M	Sell	63,912 -2,546	-4%	-$150K	0.31%	85
2022 Q1	$3.94M	Sell	66,458 -10,110	-13%	-$599K	0.26%	96
2021 Q4	$4.66M	Sell	76,568 -3,604	-4%	-$219K	0.29%	77
2021 Q3	$4.92M	Sell	80,172 -3,172	-4%	-$195K	0.33%	66
2021 Q2	$5.12M	Sell	83,344 -3,944	-5%	-$242K	0.34%	57
2021 Q1	$5.37M	Sell	87,288 -17,120	-16%	-$1.05M	0.38%	51
2020 Q4	$6.46M	Sell	104,408 -193,034	-65%	-$11.9M	0.44%	47
2020 Q3	$18.5M	Sell	297,442 -14,842	-5%	-$922K	1.58%	11
2020 Q2	$19.4M	Buy	312,284 +200,575	+180%	+$12.5M	1.84%	4
2020 Q1	$6.96M	Sell	111,709 -17,152	-13%	-$1.07M	0.99%	19
2019 Q4	$7.84M	Sell	128,861 -6,081	-5%	-$370K	0.83%	19
2019 Q3	$8.22M	Buy	134,942 +20,760	+18%	+$1.26M	0.94%	19
2019 Q2	$6.96M	Buy	114,182 +20,874	+22%	+$1.27M	0.81%	23
2019 Q1	$5.64M	Sell	93,308 -967	-1%	-$58.4K	0.7%	28
2018 Q4	$5.67M	Buy	94,275 +32,099	+52%	+$1.93M	0.77%	22
2018 Q3	$3.71M	Buy	62,176 +3,052	+5%	+$182K	0.41%	59
2018 Q2	$3.54M	Buy	59,124 +4,202	+8%	+$251K	0.43%	60
2018 Q1	$3.3M	Buy	+54,922	New	+$3.3M	0.43%	60