GWWM
Great Waters 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
Q2 | $1.11M | Buy |
18,910
+145
| +0.8% | +$8.52K | 0.14% | 39 |
|
|
2025
Q1 | $1.1M | Sell |
18,765
-2,728
| -13% | -$160K | 0.15% | 39 |
|
|
2024
Q4 | $1.25M | Sell |
21,493
-1,733
| -7% | -$101K | 0.16% | 40 |
|
|
2024
Q3 | $1.37M | Buy |
23,226
+198
| +0.9% | +$11.7K | 0.18% | 36 |
|
|
2024
Q2 | $1.34M | Sell |
23,028
-978
| -4% | -$56.7K | 0.2% | 36 |
|
|
2024
Q1 | $1.39M | Sell |
24,006
-7,736
| -24% | -$449K | 0.23% | 33 |
|
|
2023
Q4 | $1.85M | Sell |
31,742
-390
| -1% | -$22.7K | 0.33% | 27 |
|
|
2023
Q3 | $1.85M | Buy |
32,132
+276
| +0.9% | +$15.9K | 0.37% | 28 |
|
|
2023
Q2 | $1.84M | Buy |
31,856
+56
| +0.2% | +$3.23K | 0.37% | 29 |
|
|
2023
Q1 | $1.86M | Sell |
31,800
-2,169
| -6% | -$127K | 0.39% | 29 |
|
|
2022
Q4 | $1.98M | Buy |
+33,969
| New | +$1.98M | 0.43% | 28 |
|