GWM
Gitterman 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-4,327
| Closed | -$252K | – | 159 |
|
|
2024
Q4 | $252K | Sell |
4,327
-361
| -8% | -$21K | 0.11% | 88 |
|
|
2024
Q3 | $277K | Sell |
4,688
-1,743,761
| -100% | -$103M | 0.12% | 73 |
|
|
2024
Q2 | $101M | Sell |
1,748,449
-8,472
| -0.5% | -$491K | 39.08% | 1 |
|
|
2024
Q1 | $102M | Buy |
1,756,921
+105,079
| +6% | +$6.1M | 39.55% | 1 |
|
|
2023
Q4 | $96.4M | Buy |
1,651,842
+27,218
| +2% | +$1.59M | 42.92% | 1 |
|
|
2023
Q3 | $93.6M | Buy |
1,624,624
+13,521
| +0.8% | +$779K | 44.38% | 1 |
|
|
2023
Q2 | $93M | Buy |
1,611,103
+34,786
| +2% | +$2.01M | 43.37% | 1 |
|
|
2023
Q1 | $92.3M | Buy |
1,576,317
+40,753
| +3% | +$2.39M | 43.88% | 1 |
|
|
2022
Q4 | $88.8M | Buy |
+1,535,564
| New | +$88.8M | 44.47% | 1 |
|