Global Retirement Partners’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 | $515K | Buy |
+8,761
| New | +$515K | 0.01% | 699 |
|
2024
Q4 | $708K | Buy |
12,170
+3,046
| +33% | +$177K | 0.02% | 532 |
|
2024
Q3 | $539K | Buy |
9,124
+7,052
| +340% | +$416K | 0.02% | 611 |
|
2024
Q2 | $120K | Sell |
2,072
-122
| -6% | -$7.07K | ﹤0.01% | 1106 |
|
2024
Q1 | $127K | Sell |
2,194
-696
| -24% | -$40.4K | ﹤0.01% | 975 |
|
2023
Q4 | $169K | Buy |
2,890
+2,038
| +239% | +$119K | 0.01% | 824 |
|
2023
Q3 | $49K | Buy |
852
+489
| +135% | +$28.1K | ﹤0.01% | 1284 |
|
2023
Q2 | $21K | Sell |
363
-2,332
| -87% | -$135K | ﹤0.01% | 1648 |
|
2023
Q1 | $158K | Sell |
2,695
-12,884
| -83% | -$755K | 0.01% | 759 |
|
2022
Q4 | $901K | Buy |
15,579
+3
| +0% | +$173 | 0.06% | 271 |
|
2022
Q3 | $898K | Buy |
15,576
+376
| +2% | +$21.7K | 0.07% | 253 |
|
2022
Q2 | $895K | Sell |
15,200
-6
| -0% | -$353 | 0.07% | 259 |
|
2022
Q1 | $902K | Buy |
+15,206
| New | +$902K | 0.07% | 258 |
|
2021
Q4 | – | Sell |
-15,205
| Closed | -$934K | – | 1745 |
|
2021
Q3 | $934K | Hold |
15,205
| – | – | 0.09% | 197 |
|
2021
Q2 | $934K | Buy |
15,205
+205
| +1% | +$12.6K | 0.1% | 201 |
|
2021
Q1 | $923K | Hold |
15,000
| – | – | 0.11% | 177 |
|
2020
Q4 | $924K | Hold |
15,000
| – | – | 0.12% | 165 |
|
2020
Q3 | $931K | Hold |
15,000
| – | – | 0.14% | 156 |
|
2020
Q2 | $933K | Hold |
15,000
| – | – | 0.15% | 139 |
|
2020
Q1 | $935K | Hold |
15,000
| – | – | 0.18% | 122 |
|
2019
Q4 | $912K | Hold |
15,000
| – | – | 0.14% | 156 |
|
2019
Q3 | $914K | Hold |
15,000
| – | – | 0.15% | 150 |
|
2019
Q2 | $914K | Buy |
+15,000
| New | +$914K | 0.18% | 117 |
|