FWM
Foresight Wealth Management’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-14,094
| Closed | -$830K | – | 118 |
|
|
2022
Q2 | $830K | Sell |
14,094
-22,139
| -61% | -$1.3M | 0.17% | 49 |
|
|
2022
Q1 | $2.15M | Sell |
36,233
-16,581
| -31% | -$983K | 0.4% | 23 |
|
|
2021
Q4 | $3.21M | Sell |
52,814
-30,151
| -36% | -$1.83M | 0.04% | 17 |
|
|
2021
Q3 | $5.1M | Sell |
82,965
-53,524
| -39% | -$3.29M | 1.02% | 13 |
|
|
2021
Q2 | $8.39M | Sell |
136,489
-28,415
| -17% | -$1.75M | 1.86% | 9 |
|
|
2021
Q1 | $10.1M | Sell |
164,904
-43,980
| -21% | -$2.71M | 2.57% | 6 |
|
|
2020
Q4 | $12.9M | Buy |
208,884
+3,964
| +2% | +$244K | 3.41% | 2 |
|
|
2020
Q3 | $12.7M | Buy |
+204,920
| New | +$12.7M | 4.26% | 2 |
|