Great Valley Advisor Group’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 | $1.04M | Sell |
17,741
-964
| -5% | -$56.7K | 0.02% | 452 |
|
2025
Q1 | $1.1M | Sell |
18,705
-1,228
| -6% | -$72.1K | 0.02% | 436 |
|
2024
Q4 | $1.16M | Sell |
19,933
-174
| -0.9% | -$10.1K | 0.03% | 410 |
|
2024
Q3 | $1.19M | Buy |
20,107
+1,280
| +7% | +$75.6K | 0.03% | 398 |
|
2024
Q2 | $1.09M | Sell |
18,827
-3,978
| -17% | -$231K | 0.03% | 370 |
|
2024
Q1 | $1.32M | Sell |
22,805
-22,789
| -50% | -$1.32M | 0.04% | 324 |
|
2023
Q4 | $2.66M | Buy |
45,594
+9,946
| +28% | +$580K | 0.09% | 203 |
|
2023
Q3 | $2.05M | Buy |
35,648
+10,395
| +41% | +$599K | 0.09% | 219 |
|
2023
Q2 | $1.46M | Buy |
25,253
+3,876
| +18% | +$224K | 0.06% | 258 |
|
2023
Q1 | $1.25M | Buy |
21,377
+2,129
| +11% | +$125K | 0.06% | 275 |
|
2022
Q4 | $1.11M | Buy |
19,248
+12,927
| +205% | +$747K | 0.06% | 314 |
|
2022
Q3 | $365K | Sell |
6,321
-94
| -1% | -$5.43K | 0.02% | 490 |
|
2022
Q2 | $378K | Buy |
+6,415
| New | +$378K | 0.02% | 494 |
|