LifePlan Investment Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $342K | Buy |
+5,812
| New | +$342K | 0.17% | 85 |
|
|
2025
Q1 | – | Sell |
-8,335
| Closed | -$485K | – | 106 |
|
|
2024
Q4 | $485K | Buy |
8,335
+1,378
| +20% | +$80.2K | 0.3% | 62 |
|
|
2024
Q3 | $411K | Sell |
6,957
-3,947
| -36% | -$233K | 0.26% | 63 |
|
|
2024
Q2 | $632K | Sell |
10,904
-21
| -0.2% | -$1.22K | 0.46% | 49 |
|
|
2024
Q1 | $634K | Buy |
+10,925
| New | +$634K | 0.51% | 46 |
|
|
2023
Q4 | – | Sell |
-5,347
| Closed | -$308K | – | 70 |
|
|
2023
Q3 | $308K | Sell |
5,347
-900
| -14% | -$51.8K | 0.33% | 50 |
|
|
2023
Q2 | $361K | Buy |
+6,247
| New | +$361K | 0.4% | 39 |
|