IWA
IVC Wealth Advisors’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-3,473
| Closed | -$201K | – | 175 |
|
|
2024
Q2 | $201K | Sell |
3,473
-145
| -4% | -$8.41K | 0.11% | 160 |
|
|
2024
Q1 | $210K | Buy |
3,618
+42
| +1% | +$2.44K | 0.12% | 154 |
|
|
2023
Q4 | $209K | Buy |
3,576
+71
| +2% | +$4.14K | 0.13% | 151 |
|
|
2023
Q3 | $202K | Buy |
3,505
+4
| +0.1% | +$230 | 0.14% | 140 |
|
|
2023
Q2 | $202K | Buy |
+3,501
| New | +$202K | 0.13% | 149 |
|
|
2022
Q3 | – | Sell |
-4,163
| Closed | -$245K | – | 147 |
|
|
2022
Q2 | $245K | Sell |
4,163
-308
| -7% | -$18.1K | 0.19% | 118 |
|
|
2022
Q1 | $265K | Buy |
+4,471
| New | +$265K | 0.17% | 123 |
|