Financial & Tax Architects’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
Q2 | – | Sell |
-5,320
| Closed | -$309K | – | 93 |
|
|
2024
Q1 | $309K | Hold |
5,320
| – | – | 0.09% | 82 |
|
|
2023
Q4 | $310K | Hold |
5,320
| – | – | 0.09% | 72 |
|
|
2023
Q3 | $306K | Sell |
5,320
-28
| -0.5% | -$1.61K | 0.1% | 67 |
|
|
2023
Q2 | $309K | Sell |
5,348
-80
| -1% | -$4.62K | 0.1% | 68 |
|
|
2023
Q1 | $318K | Sell |
5,428
-7,678
| -59% | -$449K | 0.1% | 65 |
|
|
2022
Q4 | $764K | Buy |
13,106
+6,865
| +110% | +$400K | 0.26% | 51 |
|
|
2022
Q3 | $361K | Buy |
6,241
+1,703
| +38% | +$98.4K | 0.14% | 55 |
|
|
2022
Q2 | $267K | Buy |
+4,538
| New | +$267K | 0.1% | 73 |
|
|
2021
Q4 | – | Sell |
-3,968
| Closed | -$244K | – | 106 |
|
|
2021
Q3 | $244K | Buy |
3,968
+123
| +3% | +$7.55K | 0.11% | 94 |
|
|
2021
Q2 | $236K | Buy |
3,845
+43
| +1% | +$2.64K | 0.12% | 94 |
|
|
2021
Q1 | $234K | Buy |
+3,802
| New | +$234K | 0.13% | 93 |
|