Independent Advisor Alliance’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.56M | Sell |
26,568
-2,377
| -8% | -$140K | 0.05% | 329 |
|
|
2025
Q1 | $1.7M | Sell |
28,945
-346,478
| -92% | -$20.3M | 0.06% | 282 |
|
|
2024
Q4 | $21.8M | Buy |
+375,423
| New | +$21.8M | 0.29% | 71 |
|
|
2024
Q2 | – | Sell |
-4,562
| Closed | -$265K | – | 750 |
|
|
2024
Q1 | $265K | Buy |
4,562
+803
| +21% | +$46.6K | 0.01% | 602 |
|
|
2023
Q4 | $217K | Hold |
3,759
| – | – | 0.01% | 626 |
|
|
2023
Q3 | $217K | Buy |
3,759
+172
| +5% | +$9.91K | 0.01% | 594 |
|
|
2023
Q2 | $207K | Buy |
+3,587
| New | +$207K | 0.01% | 611 |
|
|
2023
Q1 | – | Sell |
-3,744
| Closed | -$216K | – | 702 |
|
|
2022
Q4 | $216K | Buy |
+3,744
| New | +$216K | 0.07% | 142 |
|
|
2020
Q1 | – | Sell |
-37,030
| Closed | -$2.25M | – | 827 |
|
|
2019
Q4 | $2.25M | Buy |
+37,030
| New | +$2.25M | 0.1% | 223 |
|