H&H Retirement Design & Management’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
Q1 | – | Sell |
-5,489
| Closed | -$329K | – | 66 |
|
2021
Q4 | $329K | Sell |
5,489
-5,427
| -50% | -$325K | 0.21% | 58 |
|
2021
Q3 | $670K | Buy |
10,916
+652
| +6% | +$40K | 0.41% | 28 |
|
2021
Q2 | $631K | Buy |
10,264
+567
| +6% | +$34.9K | 0.39% | 28 |
|
2021
Q1 | $597K | Buy |
+9,697
| New | +$597K | 0.36% | 28 |
|
2020
Q3 | $667K | Sell |
10,739
-8,313
| -44% | -$516K | 0.52% | 27 |
|
2020
Q2 | $1.19M | Buy |
19,052
+5,161
| +37% | +$321K | 1.05% | 27 |
|
2020
Q1 | $866K | Buy |
+13,891
| New | +$866K | 0.82% | 31 |
|