Klingman & Associates’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $546K | Hold |
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|
2025
Q2 | $545K | Sell |
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|
2025
Q1 | $579K | Buy |
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|
2024
Q4 | $540K | Sell |
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|
2024
Q3 | $1.16M | Hold |
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|
2024
Q2 | $1.14M | Sell |
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|
2024
Q1 | $1.16M | Sell |
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|
2023
Q4 | $1.28M | Hold |
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|
2023
Q3 | $1.26M | Buy |
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|
2023
Q2 | $1.09M | Hold |
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|
2023
Q1 | $1.11M | Buy |
|