IWS
Integrity Wealth Solutions’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 | – | Sell |
-4,564
| Closed | -$268K | – | 115 |
|
|
2025
Q1 | $268K | Buy |
4,564
+886
| +24% | +$52K | 0.15% | 90 |
|
|
2024
Q4 | $214K | Buy |
3,678
+38
| +1% | +$2.21K | 0.12% | 94 |
|
|
2024
Q3 | $215K | Buy |
3,640
+38
| +1% | +$2.24K | 0.13% | 89 |
|
|
2024
Q2 | $209K | Buy |
3,602
+38
| +1% | +$2.2K | 0.14% | 87 |
|
|
2024
Q1 | $207K | Sell |
3,564
-2,120
| -37% | -$123K | 0.14% | 96 |
|
|
2023
Q4 | $332K | Buy |
+5,684
| New | +$332K | 0.23% | 70 |
|