Glass Jacobson Investment 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 | $2.55M | Buy |
43,331
+1,273
| +3% | +$74.8K | 0.98% | 31 |
|
2025
Q1 | $2.45M | Hold |
42,058
| – | – | 0.8% | 35 |
|
2024
Q4 | $2.45M | Buy |
42,058
+2,550
| +6% | +$148K | 0.8% | 35 |
|
2024
Q3 | $2.33M | Buy |
39,508
+1,733
| +5% | +$102K | 0.77% | 37 |
|
2024
Q2 | $2.19M | Buy |
37,775
+2,695
| +8% | +$156K | 0.8% | 34 |
|
2024
Q1 | $2.04M | Buy |
35,080
+2,375
| +7% | +$138K | 0.77% | 36 |
|
2023
Q4 | $1.91M | Buy |
32,705
+7,632
| +30% | +$445K | 0.78% | 32 |
|
2023
Q3 | $1.44M | Buy |
25,073
+3,148
| +14% | +$181K | 0.66% | 45 |
|
2023
Q2 | $1.27M | Buy |
+21,925
| New | +$1.27M | 0.58% | 49 |
|
2022
Q4 | $887K | Buy |
+15,337
| New | +$887K | 0.44% | 64 |
|