Lutz Financial Services’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
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|
2024
Q3 | $401K | Sell |
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|
2024
Q2 | $637K | Sell |
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|
2024
Q1 | $1.17M | Sell |
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|
2023
Q4 | $2.78M | Sell |
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|
2023
Q3 | $5.12M | Sell |
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|
2023
Q2 | $6.34M | Sell |
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|
2023
Q1 | $8.74M | Sell |
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|
2022
Q4 | $11.3M | Sell |
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|
2022
Q3 | $15.2M | Sell |
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|
2022
Q2 | $15.5M | Sell |
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|
2022
Q1 | $16.1M | Buy |
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|
2021
Q4 | $16.4M | Buy |
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|
2021
Q3 | $15.8M | Buy |
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|
2021
Q2 | $14.6M | Buy |
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|
2021
Q1 | $12.3M | Buy |
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|
2020
Q4 | $9.88M | Buy |
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|
2020
Q3 | $6.72M | Buy |
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|
2020
Q2 | $2.72M | Buy |
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