Kingsview Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $220K | Sell |
3,748
-8,330
| -69% | -$490K | ﹤0.01% | 1070 |
|
|
2025
Q1 | $709K | Buy |
+12,078
| New | +$709K | 0.01% | 625 |
|
|
2024
Q3 | – | Sell |
-3,449
| Closed | -$200K | – | 1159 |
|
|
2024
Q2 | $200K | Sell |
3,449
-48
| -1% | -$2.78K | ﹤0.01% | 993 |
|
|
2024
Q1 | $203K | Sell |
3,497
-17
| -0.5% | -$987 | 0.01% | 966 |
|
|
2023
Q4 | $205K | Buy |
+3,514
| New | +$205K | 0.01% | 898 |
|
|
2022
Q1 | – | Sell |
-4,152
| Closed | -$253K | – | 964 |
|
|
2021
Q4 | $253K | Hold |
4,152
| – | – | 0.01% | 779 |
|
|
2021
Q3 | $255K | Sell |
4,152
-163
| -4% | -$10K | 0.01% | 729 |
|
|
2021
Q2 | $265K | Hold |
4,315
| – | – | 0.01% | 739 |
|
|
2021
Q1 | $265K | Buy |
+4,315
| New | +$265K | 0.02% | 680 |
|
|
2017
Q3 | – | Sell |
-5,851
| Closed | -$356K | – | 298 |
|
|
2017
Q2 | $356K | Sell |
5,851
-68
| -1% | -$4.14K | 0.18% | 158 |
|
|
2017
Q1 | $360K | Buy |
+5,919
| New | +$360K | 0.21% | 142 |
|