LFA
Level Financial Advisors’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 | $24.6M | Sell |
419,170
-3,596
| -0.9% | -$211K | 7.67% | 2 |
|
|
2025
Q1 | $24.8M | Buy |
422,766
+7,357
| +2% | +$432K | 8.44% | 2 |
|
|
2024
Q4 | $24.2M | Buy |
415,409
+26,338
| +7% | +$1.53M | 8.87% | 2 |
|
|
2024
Q3 | $23M | Buy |
389,071
+14,119
| +4% | +$833K | 8.76% | 2 |
|
|
2024
Q2 | $21.7M | Buy |
374,952
+9,641
| +3% | +$559K | 9.42% | 2 |
|
|
2024
Q1 | $21.2M | Buy |
365,311
+32,908
| +10% | +$1.91M | 9.62% | 2 |
|
|
2023
Q4 | $19.4M | Buy |
332,403
+2,821
| +0.9% | +$165K | 9.59% | 2 |
|
|
2023
Q3 | $19M | Sell |
329,582
-5,036
| -2% | -$290K | 10.61% | 2 |
|
|
2023
Q2 | $19.3M | Buy |
334,618
+9,354
| +3% | +$540K | 10.79% | 2 |
|
|
2023
Q1 | $19M | Sell |
325,264
-6,529
| -2% | -$382K | 11.43% | 2 |
|
|
2022
Q4 | $19.2M | Sell |
331,793
-5,850
| -2% | -$338K | 12.57% | 2 |
|
|
2022
Q3 | $19.5M | Buy |
337,643
+60,087
| +22% | +$3.47M | 14.41% | 2 |
|
|
2022
Q2 | $16.3M | Buy |
277,556
+2,252
| +0.8% | +$133K | 12.03% | 2 |
|
|
2022
Q1 | $16.3M | Buy |
275,304
+33,480
| +14% | +$1.98M | 12.57% | 2 |
|
|
2021
Q4 | $14.7M | Buy |
+241,824
| New | +$14.7M | 11.22% | 3 |
|