Keystone Wealth Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $38.9M | Buy |
657,154
+52,072
| +9% | +$3.09M | 18.19% | 1 |
|
|
2021
Q4 | $36.8M | Buy |
605,082
+68,954
| +13% | +$4.19M | 16.25% | 1 |
|
|
2021
Q3 | $32.9M | Buy |
536,128
+38,665
| +8% | +$2.37M | 18.15% | 1 |
|
|
2021
Q2 | $30.6M | Buy |
497,463
+8,502
| +2% | +$522K | 18.23% | 1 |
|
|
2021
Q1 | $30.1M | Buy |
488,961
+123,783
| +34% | +$7.62M | 20.25% | 1 |
|
|
2020
Q4 | $22.5M | Buy |
+365,178
| New | +$22.5M | 17.85% | 1 |
|