Leeward Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-4,521
| Closed | -$261K | – | 86 |
|
|
2023
Q2 | $261K | Sell |
4,521
-31,058
| -87% | -$1.79M | 0.15% | 74 |
|
|
2023
Q1 | $2.08M | Buy |
35,579
+3,283
| +10% | +$192K | 1.28% | 33 |
|
|
2022
Q4 | $1.87M | Buy |
32,296
+837
| +3% | +$48.4K | 1.29% | 33 |
|
|
2022
Q3 | $1.82M | Buy |
31,459
+409
| +1% | +$23.6K | 1.3% | 33 |
|
|
2022
Q2 | $1.83M | Buy |
31,050
+1,580
| +5% | +$93K | 1.25% | 34 |
|
|
2022
Q1 | $1.75M | Sell |
29,470
-398
| -1% | -$23.6K | 1.08% | 36 |
|
|
2021
Q4 | $1.82M | Buy |
+29,868
| New | +$1.82M | 1.14% | 37 |
|