Fortune Financial Advisors’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
Q2 | $4.67M | Buy |
79,408
+3,324
| +4% | +$195K | 3.75% | 3 |
|
|
2025
Q1 | $4.47M | Buy |
76,084
+1,726
| +2% | +$101K | 3.85% | 3 |
|
|
2024
Q4 | $4.33M | Buy |
74,358
+5,213
| +8% | +$303K | 3.93% | 3 |
|
|
2024
Q3 | $4.08M | Buy |
69,145
+1,950
| +3% | +$115K | 3.7% | 3 |
|
|
2024
Q2 | $3.9M | Buy |
67,195
+3,756
| +6% | +$218K | 2.39% | 7 |
|
|
2024
Q1 | $3.68M | Buy |
63,439
+8,379
| +15% | +$487K | 2.33% | 8 |
|
|
2023
Q4 | $3.21M | Buy |
55,060
+5,625
| +11% | +$328K | 2.24% | 7 |
|
|
2023
Q3 | $2.85M | Buy |
49,435
+1,634
| +3% | +$94.1K | 2.18% | 10 |
|
|
2023
Q2 | $2.76M | Buy |
+47,801
| New | +$2.76M | 2.07% | 9 |
|