Insight 2811 Inc’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 | $46.5M | Buy |
791,493
+47,925
| +6% | +$2.82M | 22.03% | 1 |
|
|
2025
Q1 | $43.6M | Sell |
743,568
-6,871
| -0.9% | -$403K | 22.12% | 1 |
|
|
2024
Q4 | $43.7M | Sell |
750,439
-10,694
| -1% | -$622K | 22.48% | 1 |
|
|
2024
Q3 | $44.9M | Sell |
761,133
-38,574
| -5% | -$2.28M | 22.36% | 1 |
|
|
2024
Q2 | $46.4M | Sell |
799,707
-11,272
| -1% | -$654K | 24.08% | 1 |
|
|
2024
Q1 | $47.1M | Buy |
810,979
+26,772
| +3% | +$1.55M | 24.18% | 1 |
|
|
2023
Q4 | $45.7M | Sell |
784,207
-13,558
| -2% | -$791K | 24.94% | 1 |
|
|
2023
Q3 | $46M | Buy |
797,765
+146,514
| +22% | +$8.44M | 26.09% | 1 |
|
|
2023
Q2 | $37.6M | Buy |
651,251
+108,938
| +20% | +$6.29M | 20.46% | 1 |
|
|
2023
Q1 | $31.7M | Sell |
542,313
-19,157
| -3% | -$1.12M | 19.63% | 2 |
|
|
2022
Q4 | $32.5M | Sell |
561,470
-131,715
| -19% | -$7.62M | 20.02% | 2 |
|
|
2022
Q3 | $40.1M | Sell |
693,185
-19,427
| -3% | -$1.12M | 27% | 2 |
|
|
2022
Q2 | $41.9M | Sell |
712,612
-26,680
| -4% | -$1.57M | 27.35% | 2 |
|
|
2022
Q1 | $43.8M | Buy |
739,292
+3,483
| +0.5% | +$206K | 26% | 2 |
|
|
2021
Q4 | $44.8M | Buy |
735,809
+725,613
| +7,117% | +$44.1M | 25.4% | 2 |
|
|
2021
Q3 | $626K | Hold |
10,196
| – | – | 0.37% | 25 |
|
|
2021
Q2 | $626K | Buy |
10,196
+481
| +5% | +$29.5K | 0.35% | 32 |
|
|
2021
Q1 | $598K | Hold |
9,715
| – | – | 0.35% | 26 |
|
|
2020
Q4 | $598K | Sell |
9,715
-8,379
| -46% | -$516K | 0.35% | 26 |
|
|
2020
Q3 | $1.12M | Hold |
18,094
| – | – | 0.7% | 15 |
|
|
2020
Q2 | $1.13M | Buy |
18,094
+5,703
| +46% | +$355K | 0.74% | 15 |
|
|
2020
Q1 | $772K | Buy |
12,391
+3,243
| +35% | +$202K | 0.57% | 21 |
|
|
2019
Q4 | $556K | Hold |
9,148
| – | – | 0.37% | 36 |
|
|
2019
Q3 | $557K | Hold |
9,148
| – | – | 0.39% | 41 |
|
|
2019
Q2 | $556K | Hold |
9,148
| – | – | 0.4% | 42 |
|
|
2019
Q1 | $553K | Buy |
+9,148
| New | +$553K | 0.42% | 43 |
|