Institute for Wealth Management’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $2.28M | Buy |
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|
2025
Q2 | $1.86M | Buy |
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|
2025
Q1 | $1.81M | Sell |
|
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|
2024
Q4 | $1.84M | Sell |
|
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|
2024
Q3 | $2.07M | Sell |
|
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|
2024
Q2 | $2.08M | Buy |
|
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|
2024
Q1 | $1.95M | Sell |
|
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|
2023
Q4 | $2.16M | Sell |
|
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|
2023
Q3 | $2.18M | Sell |
|
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|
2023
Q2 | $2.28M | Sell |
|
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|
2023
Q1 | $2.53M | Sell |
|
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|
2022
Q4 | $2.55M | Sell |
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|
2022
Q3 | $2.83M | Sell |
|
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|
2022
Q2 | $2.99M | Sell |
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|
2022
Q1 | $3.04M | Sell |
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|
2021
Q4 | $3.17M | Sell |
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|
2021
Q3 | $3.38M | Buy |
|
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|
2021
Q2 | $3.38M | Sell |
|
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|
2021
Q1 | $3.45M | Sell |
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|
2020
Q4 | $4M | Buy |
|
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|
2020
Q3 | $3.94M | Buy |
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|
2020
Q2 | $3.76M | Buy |
|
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $850K | Buy |
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|
2019
Q3 | $729K | Buy |
|