IFWM
Institute for Wealth Management’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.86M | Buy |
31,619
+736
| +2% | +$43.3K | 0.21% | 106 |
|
|
2025
Q1 | $1.81M | Sell |
30,883
-700
| -2% | -$41.1K | 0.23% | 99 |
|
|
2024
Q4 | $1.84M | Sell |
31,583
-3,525
| -10% | -$205K | 0.23% | 95 |
|
|
2024
Q3 | $2.07M | Sell |
35,108
-839
| -2% | -$49.5K | 0.26% | 84 |
|
|
2024
Q2 | $2.08M | Buy |
35,947
+2,302
| +7% | +$133K | 0.28% | 75 |
|
|
2024
Q1 | $1.95M | Sell |
33,645
-3,330
| -9% | -$193K | 0.25% | 83 |
|
|
2023
Q4 | $2.16M | Sell |
36,975
-903
| -2% | -$52.7K | 0.35% | 65 |
|
|
2023
Q3 | $2.18M | Sell |
37,878
-1,701
| -4% | -$98K | 0.39% | 56 |
|
|
2023
Q2 | $2.28M | Sell |
39,579
-3,699
| -9% | -$214K | 0.39% | 55 |
|
|
2023
Q1 | $2.53M | Sell |
43,278
-816
| -2% | -$47.8K | 0.48% | 40 |
|
|
2022
Q4 | $2.55M | Sell |
44,094
-4,830
| -10% | -$279K | 0.54% | 40 |
|
|
2022
Q3 | $2.83M | Sell |
48,924
-1,846
| -4% | -$107K | 0.63% | 32 |
|
|
2022
Q2 | $2.99M | Sell |
50,770
-601
| -1% | -$35.4K | 0.59% | 33 |
|
|
2022
Q1 | $3.04M | Sell |
51,371
-742
| -1% | -$44K | 0.49% | 40 |
|
|
2021
Q4 | $3.17M | Sell |
52,113
-2,989
| -5% | -$182K | 0.52% | 36 |
|
|
2021
Q3 | $3.38M | Buy |
55,102
+51
| +0.1% | +$3.13K | 0.59% | 31 |
|
|
2021
Q2 | $3.38M | Sell |
55,051
-1,076
| -2% | -$66.1K | 0.59% | 31 |
|
|
2021
Q1 | $3.45M | Sell |
56,127
-8,881
| -14% | -$546K | 0.66% | 27 |
|
|
2020
Q4 | $4M | Buy |
65,008
+1,612
| +3% | +$99.3K | 0.8% | 22 |
|
|
2020
Q3 | $3.94M | Buy |
63,396
+2,948
| +5% | +$183K | 0.9% | 18 |
|
|
2020
Q2 | $3.76M | Buy |
+60,448
| New | +$3.76M | 0.92% | 16 |
|
|
2020
Q1 | – | Sell |
-13,978
| Closed | -$850K | – | 659 |
|
|
2019
Q4 | $850K | Buy |
13,978
+2,015
| +17% | +$123K | 0.19% | 154 |
|
|
2019
Q3 | $729K | Buy |
+11,963
| New | +$729K | 0.18% | 164 |
|