Financial Partners Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $2.16M | Buy |
37,404
+4,416
| +13% | +$255K | 0.48% | 51 |
|
|
2022
Q3 | $1.91M | Sell |
32,988
-19,307
| -37% | -$1.12M | 0.45% | 57 |
|
|
2022
Q2 | $3.08M | Buy |
52,295
+37,977
| +265% | +$2.24M | 0.66% | 45 |
|
|
2022
Q1 | $848K | Sell |
14,318
-5,025
| -26% | -$298K | 0.16% | 90 |
|
|
2021
Q4 | $1.18M | Sell |
19,343
-1,985
| -9% | -$121K | 0.21% | 80 |
|
|
2021
Q3 | $1.31M | Sell |
21,328
-1,758
| -8% | -$108K | 0.24% | 69 |
|
|
2021
Q2 | $1.42M | Sell |
23,086
-5,633
| -20% | -$346K | 0.26% | 60 |
|
|
2021
Q1 | $1.77M | Buy |
28,719
+75
| +0.3% | +$4.61K | 0.36% | 54 |
|
|
2020
Q4 | $1.76M | Sell |
28,644
-165
| -0.6% | -$10.2K | 0.4% | 47 |
|
|
2020
Q3 | $1.79M | Hold |
28,809
| – | – | 0.48% | 38 |
|
|
2020
Q2 | $1.79M | Sell |
28,809
-11,294
| -28% | -$703K | 0.52% | 39 |
|
|
2020
Q1 | $2.5M | Buy |
+40,103
| New | +$2.5M | 0.8% | 37 |
|