HCR Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-1,838
| Closed | -$113K | – | 275 |
|
|
2020
Q4 | $113K | Hold |
1,838
| – | – | 0.02% | 185 |
|
|
2020
Q3 | $114K | Hold |
1,838
| – | – | 0.03% | 162 |
|
|
2020
Q2 | $114K | Buy |
+1,838
| New | +$114K | 0.03% | 156 |
|
|
2019
Q2 | – | Sell |
-17,316
| Closed | -$2.71M | – | 185 |
|
|
2019
Q1 | $2.71M | Buy |
+17,316
| New | +$2.71M | 0.78% | 28 |
|