Lifeworks 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 | $954K | Buy |
16,234
+1,785
| +12% | +$105K | 0.14% | 130 |
|
|
2025
Q1 | $848K | Sell |
14,449
-8,328
| -37% | -$489K | 0.14% | 138 |
|
|
2024
Q4 | $1.33M | Buy |
22,777
+2,701
| +13% | +$157K | 0.24% | 103 |
|
|
2024
Q3 | $1.18M | Buy |
20,076
+3,000
| +18% | +$177K | 0.23% | 103 |
|
|
2024
Q2 | $990K | Sell |
17,076
-3,557
| -17% | -$206K | 0.28% | 86 |
|
|
2024
Q1 | $1.2M | Sell |
20,633
-5,977
| -22% | -$347K | 0.34% | 82 |
|
|
2023
Q4 | $1.55M | Buy |
26,610
+8,162
| +44% | +$476K | 0.54% | 62 |
|
|
2023
Q3 | $1.06M | Buy |
+18,448
| New | +$1.06M | 0.41% | 80 |
|