Forvis Mazars Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-11,370
| Closed | -$671K | – | 433 |
|
|
2024
Q3 | $671K | Buy |
11,370
+114
| +1% | +$6.73K | 0.02% | 273 |
|
|
2024
Q2 | $653K | Sell |
11,256
-2,096
| -16% | -$122K | 0.02% | 248 |
|
|
2024
Q1 | $775K | Sell |
13,352
-939
| -7% | -$54.5K | 0.02% | 238 |
|
|
2023
Q4 | $834K | Sell |
14,291
-11,968
| -46% | -$698K | 0.02% | 221 |
|
|
2023
Q3 | $1.51M | Sell |
26,259
-20,771
| -44% | -$1.2M | 0.05% | 174 |
|
|
2023
Q2 | $2.72M | Buy |
47,030
+2,790
| +6% | +$161K | 0.08% | 143 |
|
|
2023
Q1 | $2.59M | Sell |
44,240
-4,478
| -9% | -$262K | 0.08% | 128 |
|
|
2022
Q4 | $2.82M | Buy |
48,718
+15,101
| +45% | +$873K | 0.1% | 115 |
|
|
2022
Q3 | $1.94M | Buy |
33,617
+19,518
| +138% | +$1.13M | 0.08% | 140 |
|
|
2022
Q2 | $830K | Buy |
+14,099
| New | +$830K | 0.03% | 203 |
|