LPAM
Lodestar Private 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 | $267K | Sell |
4,543
-429
| -9% | -$25.2K | 0.03% | 195 |
|
2025
Q1 | $292K | Buy |
4,972
+706
| +17% | +$41.4K | 0.04% | 177 |
|
2024
Q4 | $248K | Buy |
4,266
+219
| +5% | +$12.7K | 0.03% | 196 |
|
2024
Q3 | $239K | Sell |
4,047
-1,397
| -26% | -$82.4K | 0.03% | 202 |
|
2024
Q2 | $316K | Sell |
5,444
-51
| -0.9% | -$2.96K | 0.04% | 167 |
|
2024
Q1 | $319K | Sell |
5,495
-806
| -13% | -$46.8K | 0.05% | 168 |
|
2023
Q4 | $368K | Sell |
6,301
-11
| -0.2% | -$642 | 0.06% | 151 |
|
2023
Q3 | $364K | Sell |
6,312
-514
| -8% | -$29.6K | 0.06% | 139 |
|
2023
Q2 | $394K | Sell |
6,826
-2,262
| -25% | -$131K | 0.07% | 141 |
|
2023
Q1 | $532K | Sell |
9,088
-11,269
| -55% | -$660K | 0.1% | 117 |
|
2022
Q4 | $1.18M | Buy |
+20,357
| New | +$1.18M | 0.23% | 76 |
|