IFP Advisors’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.02M | Buy |
17,374
+5,813
| +50% | +$341K | 0.02% | 682 |
|
|
2025
Q4 | $679K | Buy |
11,561
+5,244
| +83% | +$308K | 0.02% | 809 |
|
|
2025
Q3 | $372K | Buy |
6,317
+2,366
| +60% | +$139K | 0.01% | 979 |
|
|
2025
Q2 | $232K | Sell |
3,951
-25,225
| -86% | -$1.48M | 0.01% | 1198 |
|
|
2025
Q1 | $1.71M | Sell |
29,176
-26,908
| -48% | -$1.57M | 0.05% | 393 |
|
|
2024
Q4 | $3.26M | Buy |
56,084
+1,320
| +2% | +$77K | 0.11% | 214 |
|
|
2024
Q3 | $3.23M | Buy |
54,764
+6,076
| +12% | +$356K | 0.12% | 190 |
|
|
2024
Q2 | $2.82M | Sell |
48,688
-4,814
| -9% | -$278K | 0.11% | 190 |
|
|
2024
Q1 | $3.11M | Sell |
53,502
-2,088
| -4% | -$121K | 0.14% | 160 |
|
|
2023
Q4 | $3.24M | Sell |
55,590
-7,058
| -11% | -$408K | 0.15% | 148 |
|
|
2023
Q3 | $3.61M | Buy |
62,648
+635
| +1% | +$36.6K | 0.16% | 122 |
|
|
2023
Q2 | $3.58M | Buy |
62,013
+29,658
| +92% | +$1.73M | 0.15% | 136 |
|
|
2023
Q1 | $1.94M | Buy |
32,355
+5,113
| +19% | +$297K | 0.08% | 239 |
|
|
2022
Q4 | $1.64M | Buy |
27,242
+16,817
| +161% | +$972K | 0.04% | 435 |
|
|
2022
Q3 | $628K | Buy |
10,425
+500
| +5% | +$29.3K | 0.02% | 819 |
|
|
2022
Q2 | $598K | Hold |
9,925
| – | – | 0.02% | 764 |
|
|
2022
Q1 | $598K | Buy |
9,925
+2,310
| +30% | +$139K | 0.02% | 764 |
|
|
2021
Q4 | $464K | Buy |
7,615
+1,370
| +22% | +$83.8K | 0.01% | 621 |
|
|
2021
Q3 | $382K | Buy |
6,245
+255
| +4% | +$15.7K | 0.01% | 687 |
|
|
2021
Q2 | $368K | Sell |
5,990
-158
| -3% | -$9.72K | 0.01% | 650 |
|
|
2021
Q1 | $377K | Sell |
6,148
-670
| -10% | -$41.3K | 0.01% | 606 |
|
|
2020
Q4 | $419K | Buy |
6,818
+1,183
| +21% | +$73.3K | 0.02% | 559 |
|
|
2020
Q3 | $350K | Sell |
5,635
-5,854
| -51% | -$364K | 0.02% | 529 |
|
|
2020
Q2 | $712K | Sell |
11,489
-13,452
| -54% | -$837K | 0.06% | 343 |
|
|
2020
Q1 | $1.55M | Buy |
+24,941
| New | +$1.53M | 0.16% | 146 |
|
|
2019
Q4 | – | Sell |
-30
| Closed | -$1.83K | – | 3630 |
|
|
2019
Q3 | $2K | Buy |
+30
| New | +$1.83K | ﹤0.01% | 2738 |
|
|
2019
Q1 | $52K | Buy |
856
+559
| +188% | +$33.6K | 0.01% | 956 |
|
|
2018
Q4 | $18K | Hold |
297
| – | – | ﹤0.01% | 2203 |
|
|
2018
Q3 | $18K | Hold |
297
| – | – | ﹤0.01% | 2522 |
|
|
2018
Q2 | $18K | Hold |
297
| – | – | ﹤0.01% | 2539 |
|
|
2018
Q1 | $18K | Hold |
297
| – | – | ﹤0.01% | 2461 |
|
|
2017
Q4 | $18K | Hold |
297
| – | – | ﹤0.01% | 2497 |
|
|
2017
Q3 | $18K | Buy |
297
+167
| +128% | +$10.2K | ﹤0.01% | 2677 |
|
|
2017
Q2 | $8K | Hold |
130
| – | – | ﹤0.01% | 3181 |
|
|
2017
Q1 | $8K | Hold |
130
| – | – | ﹤0.01% | 3064 |
|
|
2016
Q4 | $8K | Sell |
130
-280
| -68% | -$17.1K | ﹤0.01% | 3061 |
|
|
2016
Q3 | $25K | Sell |
410
-200
| -33% | -$12.2K | ﹤0.01% | 2272 |
|
|
2016
Q2 | $37K | Sell |
610
-246
| -29% | -$15K | ﹤0.01% | 1955 |
|
|
2016
Q1 | $52K | Buy |
856
+726
| +558% | +$44.3K | 0.01% | 956 |
|
|
2015
Q4 | $8K | Buy |
+130
| New | +$7.93K | ﹤0.01% | 2714 |
|
Other funds holding VGSH
OWM
