GM
GeoWealth Management’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $293K | Buy |
4,981
+2,139
| +75% | +$126K | 0.01% | 548 |
|
|
2025
Q1 | $167K | Sell |
2,842
-1,072
| -27% | -$62.9K | 0.01% | 699 |
|
|
2024
Q4 | $228K | Sell |
3,914
-407
| -9% | -$23.7K | 0.01% | 714 |
|
|
2024
Q3 | $255K | Buy |
4,321
+80
| +2% | +$4.72K | 0.01% | 645 |
|
|
2024
Q2 | $246K | Sell |
4,241
-71
| -2% | -$4.12K | 0.01% | 631 |
|
|
2024
Q1 | $250K | Buy |
+4,312
| New | +$250K | 0.01% | 616 |
|
|
2023
Q4 | – | Sell |
-140,148
| Closed | -$8.07M | – | 728 |
|
|
2023
Q3 | $8.07M | Sell |
140,148
-245,163
| -64% | -$14.1M | 0.92% | 25 |
|
|
2023
Q2 | $22.2M | Sell |
385,311
-56,868
| -13% | -$3.28M | 2.4% | 5 |
|
|
2023
Q1 | $25.9M | Buy |
442,179
+437,884
| +10,195% | +$25.6M | 3.03% | 5 |
|
|
2022
Q4 | $248K | Buy |
4,295
+12
| +0.3% | +$693 | 0.03% | 220 |
|
|
2022
Q3 | $248K | Sell |
4,283
-1,914
| -31% | -$111K | 0.03% | 217 |
|
|
2022
Q2 | $365K | Buy |
6,197
+2,633
| +74% | +$155K | 0.05% | 194 |
|
|
2022
Q1 | $212K | Buy |
3,564
+806
| +29% | +$47.9K | 0.02% | 294 |
|
|
2021
Q4 | $167K | Buy |
2,758
+860
| +45% | +$52.1K | 0.01% | 277 |
|
|
2021
Q3 | $116K | Sell |
1,898
-6,807
| -78% | -$416K | 0.01% | 316 |
|
|
2021
Q2 | $534K | Sell |
8,705
-3,159
| -27% | -$194K | 0.07% | 138 |
|
|
2021
Q1 | $729K | Sell |
11,864
-4,004
| -25% | -$246K | 0.11% | 99 |
|
|
2020
Q4 | $980K | Sell |
15,868
-70,838
| -82% | -$4.37M | 0.16% | 108 |
|
|
2020
Q3 | $5.34M | Buy |
86,706
+81,176
| +1,468% | +$5M | 1.61% | 15 |
|
|
2020
Q2 | $343K | Buy |
+5,530
| New | +$343K | 0.14% | 115 |
|
|
2019
Q4 | – | Sell |
-6,179
| Closed | -$376K | – | 216 |
|
|
2019
Q3 | $376K | Buy |
+6,179
| New | +$376K | 0.08% | 126 |
|