Independent Wealth Network’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
Q4 | – | Sell |
-7,900
| Closed | -$455K | – | 223 |
|
|
2023
Q3 | $455K | Buy |
+7,900
| New | +$455K | 0.28% | 92 |
|
|
2022
Q2 | – | Sell |
-4,472
| Closed | -$265K | – | 216 |
|
|
2022
Q1 | $265K | Buy |
4,472
+202
| +5% | +$12K | 0.17% | 156 |
|
|
2021
Q4 | $260K | Buy |
4,270
+27
| +0.6% | +$1.64K | 0.16% | 158 |
|
|
2021
Q3 | $260K | Buy |
+4,243
| New | +$260K | 0.17% | 152 |
|