LWAM
Legacy Wealth Asset Management’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.32M | Buy |
22,394
+2,225
| +11% | +$131K | 0.33% | 75 |
|
|
2025
Q1 | $1.18M | Buy |
20,169
+62
| +0.3% | +$3.64K | 0.33% | 83 |
|
|
2024
Q4 | $1.17M | Buy |
20,107
+208
| +1% | +$12.1K | 0.32% | 82 |
|
|
2024
Q3 | $1.17M | Sell |
19,899
-63
| -0.3% | -$3.72K | 0.32% | 87 |
|
|
2024
Q2 | $1.16M | Buy |
19,962
+1,312
| +7% | +$76.1K | 0.33% | 78 |
|
|
2024
Q1 | $1.08M | Buy |
18,650
+1,004
| +6% | +$58.3K | 0.3% | 89 |
|
|
2023
Q4 | $1.03M | Buy |
17,646
+232
| +1% | +$13.5K | 0.34% | 86 |
|
|
2023
Q3 | $1M | Buy |
17,414
+527
| +3% | +$30.4K | 0.37% | 86 |
|
|
2023
Q2 | $975K | Sell |
16,887
-516
| -3% | -$29.8K | 0.34% | 82 |
|
|
2023
Q1 | $1.02M | Sell |
17,403
-8
| -0% | -$468 | 0.37% | 75 |
|
|
2022
Q4 | $1.01M | Buy |
17,411
+447
| +3% | +$25.8K | 0.38% | 78 |
|
|
2022
Q3 | $980K | Sell |
16,964
-312
| -2% | -$18K | 0.43% | 70 |
|
|
2022
Q2 | $1.02M | Sell |
17,276
-362
| -2% | -$21.3K | 0.41% | 71 |
|
|
2022
Q1 | $1.05M | Buy |
17,638
+823
| +5% | +$48.8K | 0.37% | 87 |
|
|
2021
Q4 | $1.02M | Buy |
16,815
+1,947
| +13% | +$118K | 0.35% | 102 |
|
|
2021
Q3 | $913K | Buy |
14,868
+1,480
| +11% | +$90.9K | 0.42% | 81 |
|
|
2021
Q2 | $822K | Buy |
13,388
+741
| +6% | +$45.5K | 0.37% | 108 |
|
|
2021
Q1 | $778K | Buy |
12,647
+916
| +8% | +$56.3K | 0.36% | 104 |
|
|
2020
Q4 | $723K | Buy |
+11,731
| New | +$723K | 0.36% | 103 |
|