L.M. Kohn & Company’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
Q2 | $375K | Sell |
|
|||||
|
2025
Q1 | $377K | Sell |
|
|||||
|
2024
Q4 | $660K | Sell |
|
|||||
|
2024
Q3 | $687K | Sell |
|
|||||
|
2024
Q2 | $687K | Buy |
|
|||||
|
2024
Q1 | $683K | Hold |
|
|||||
|
2023
Q4 | $687K | Sell |
|
|||||
|
2023
Q3 | $736K | Sell |
|
|||||
|
2023
Q2 | $954K | Buy |
|
|||||
|
2023
Q1 | $897K | Buy |
|
|||||
|
2022
Q4 | $872K | Sell |
|
|||||
|
2022
Q3 | $1.41M | Buy |
|
|||||
|
2022
Q2 | $1.43M | Hold |
|
|||||
|
2022
Q1 | $1.44M | Buy |
|