IFS 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
2023
Q1
Sell
-252,127
Closed -$14.6M 133
2022
Q4
$14.6M Buy
252,127
+14,751
+6% +$853K 25.2% 2
2022
Q3
$13.7M Sell
237,376
-7,522
-3% -$435K 25.18% 2
2022
Q2
$14.4M Buy
244,898
+1,844
+0.8% +$109K 38.36% 2
2022
Q1
$14.4M Buy
243,054
+10,487
+5% +$621K 13.49% 4
2021
Q4
$14.1M Sell
232,567
-12,684
-5% -$772K 9.94% 3
2021
Q3
$15.1M Buy
+245,251
New +$15.1M 9.65% 3