HWM
HB 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 | $5.72M | Sell |
97,342
-5,875
| -6% | -$345K | 0.05% | 205 |
|
|
2025
Q1 | $6.06M | Buy |
103,217
+18,337
| +22% | +$1.08M | 0.05% | 196 |
|
|
2024
Q4 | $4.94M | Sell |
84,880
-67,654
| -44% | -$3.94M | 0.05% | 168 |
|
|
2024
Q3 | $9M | Sell |
152,534
-12,707
| -8% | -$750K | 0.1% | 103 |
|
|
2024
Q2 | $9.58M | Sell |
165,241
-37,055
| -18% | -$2.15M | 0.11% | 89 |
|
|
2024
Q1 | $11.7M | Sell |
202,296
-144,044
| -42% | -$8.36M | 0.15% | 73 |
|
|
2023
Q4 | $18.7M | Sell |
346,340
-2,466,955
| -88% | -$134M | 0.27% | 42 |
|
|
2023
Q3 | $161M | Sell |
2,813,295
-172,794
| -6% | -$9.86M | 2.59% | 8 |
|
|
2023
Q2 | $171M | Buy |
2,986,089
+158,492
| +6% | +$9.07M | 2.73% | 8 |
|
|
2023
Q1 | $162M | Buy |
2,827,597
+225,357
| +9% | +$12.9M | 2.81% | 8 |
|
|
2022
Q4 | $150M | Buy |
2,602,240
+2,569,786
| +7,918% | +$149M | 2.74% | 8 |
|
|
2022
Q3 | $1.88M | Buy |
32,454
+17,368
| +115% | +$1M | 0.04% | 184 |
|
|
2022
Q2 | $888K | Buy |
+15,086
| New | +$888K | 0.02% | 264 |
|
|
2022
Q1 | – | Sell |
-40,923
| Closed | -$2.49M | – | 617 |
|
|
2021
Q4 | $2.49M | Buy |
+40,923
| New | +$2.49M | 0.05% | 144 |
|