Leicht Financial Planning & Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-4,420
| Closed | -$275K | – | 59 |
|
|
2020
Q1 | $275K | Sell |
4,420
-27,073
| -86% | -$1.68M | 0.27% | 45 |
|
|
2019
Q4 | $1.92M | Sell |
31,493
-41,780
| -57% | -$2.54M | 1.74% | 20 |
|
|
2019
Q3 | $4.47M | Sell |
73,273
-2,463
| -3% | -$150K | 4.27% | 10 |
|
|
2019
Q2 | $4.62M | Buy |
75,736
+7,266
| +11% | +$443K | 4.52% | 8 |
|
|
2019
Q1 | $4.14M | Buy |
68,470
+50,124
| +273% | +$3.03M | 4.26% | 10 |
|
|
2018
Q4 | $1.1M | Buy |
+18,346
| New | +$1.1M | 1.46% | 20 |
|