Kovitz Investment Group Partners’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 | $64.1M | Buy |
1,090,974
+73,622
| +7% | +$4.33M | 0.27% | 83 |
|
|
2025
Q1 | $59.7M | Buy |
1,017,352
+119,189
| +13% | +$7M | 0.3% | 80 |
|
|
2024
Q4 | $52.3M | Sell |
898,163
-10,576
| -1% | -$615K | 0.26% | 86 |
|
|
2024
Q3 | $53.3M | Buy |
908,739
+894,345
| +6,213% | +$52.4M | 0.38% | 63 |
|
|
2024
Q2 | $835K | Buy |
14,394
+1,582
| +12% | +$91.7K | 0.01% | 571 |
|
|
2024
Q1 | $744K | Buy |
12,812
+6,745
| +111% | +$392K | 0.01% | 452 |
|
|
2023
Q4 | $354K | Buy |
6,067
+60
| +1% | +$3.5K | 0.01% | 351 |
|
|
2023
Q3 | $346K | Buy |
6,007
+40
| +0.7% | +$2.3K | 0.01% | 346 |
|
|
2023
Q2 | $344K | Buy |
+5,967
| New | +$344K | 0.01% | 357 |
|