Klingman & Associates’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 | $545K | Sell |
9,273
-599
| -6% | -$35.2K | 0.03% | 164 |
|
|
2025
Q1 | $579K | Buy |
9,872
+599
| +6% | +$35.2K | 0.04% | 142 |
|
|
2024
Q4 | $540K | Sell |
9,273
-10,354
| -53% | -$602K | 0.03% | 143 |
|
|
2024
Q3 | $1.16M | Hold |
19,627
| – | – | 0.07% | 103 |
|
|
2024
Q2 | $1.14M | Sell |
19,627
-433
| -2% | -$25.1K | 0.08% | 92 |
|
|
2024
Q1 | $1.16M | Sell |
20,060
-1,812
| -8% | -$105K | 0.08% | 88 |
|
|
2023
Q4 | $1.28M | Hold |
21,872
| – | – | 0.09% | 80 |
|
|
2023
Q3 | $1.26M | Buy |
21,872
+2,955
| +16% | +$170K | 0.1% | 77 |
|
|
2023
Q2 | $1.09M | Hold |
18,917
| – | – | 0.09% | 83 |
|
|
2023
Q1 | $1.11M | Buy |
+18,917
| New | +$1.11M | 0.1% | 77 |
|