Kingswood Wealth Advisors’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 | $307K | Buy |
5,224
+717
| +16% | +$42.1K | 0.02% | 561 |
|
|
2025
Q1 | $264K | Sell |
4,507
-10,798
| -71% | -$634K | 0.02% | 590 |
|
|
2024
Q4 | $890K | Buy |
15,305
+5,446
| +55% | +$317K | 0.07% | 301 |
|
|
2024
Q3 | $582K | Buy |
9,859
+2,961
| +43% | +$175K | 0.04% | 420 |
|
|
2024
Q2 | $400K | Buy |
6,898
+304
| +5% | +$17.6K | 0.04% | 441 |
|
|
2024
Q1 | $383K | Buy |
+6,594
| New | +$383K | 0.04% | 415 |
|