KMS Financial Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q3 | – | Sell |
-6,683
| Closed | -$407K | – | 569 |
|
|
2014
Q2 | $407K | Buy |
6,683
+443
| +7% | +$27K | 0.06% | 319 |
|
|
2014
Q1 | $380K | Buy |
6,240
+1,270
| +26% | +$77.3K | 0.06% | 319 |
|
|
2013
Q4 | $303K | Buy |
4,970
+159
| +3% | +$9.69K | 0.05% | 371 |
|
|
2013
Q3 | $293K | Hold |
4,811
| – | – | 0.07% | 295 |
|
|
2013
Q2 | $293K | Buy |
+4,811
| New | +$293K | 0.08% | 268 |
|