Gofen & Glossberg’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
2022
Q4
$257K Buy
4,437
+800
+22% +$46.3K 0.01% 458
2022
Q3
$210K Sell
3,637
-90
-2% -$5.2K 0.01% 491
2022
Q2
$219K Sell
3,727
-1,000
-21% -$58.8K 0.01% 485
2022
Q1
$280K Sell
4,727
-200
-4% -$11.8K 0.01% 453
2021
Q4
$300K Sell
4,927
-650
-12% -$39.6K 0.01% 453
2021
Q3
$343K Hold
5,577
0.01% 407
2021
Q2
$343K Sell
5,577
-450
-7% -$27.7K 0.01% 406
2021
Q1
$371K Buy
6,027
+650
+12% +$40K 0.01% 377
2020
Q4
$331K Hold
5,377
0.01% 375
2020
Q3
$334K Hold
5,377
0.01% 346
2020
Q2
$335K Hold
5,377
0.01% 336
2020
Q1
$335K Sell
5,377
-1,155
-18% -$72K 0.01% 308
2019
Q4
$397K Hold
6,532
0.01% 328
2019
Q3
$398K Hold
6,532
0.01% 315
2019
Q2
$398K Sell
6,532
-5,325
-45% -$324K 0.01% 315
2019
Q1
$717K Sell
11,857
-350
-3% -$21.2K 0.03% 231
2018
Q4
$734K Buy
12,207
+787
+7% +$47.3K 0.03% 224
2018
Q3
$682K Buy
+11,420
New +$682K 0.02% 244