M. Kulyk & Associates’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 | |
---|---|---|---|---|---|---|---|---|
2023
Q3 | – | Sell |
-3,623
| Closed | -$209K | – | 106 |
|
2023
Q2 | $209K | Sell |
3,623
-513
| -12% | -$29.6K | 0.06% | 107 |
|
2023
Q1 | $242K | Sell |
4,136
-10
| -0.2% | -$585 | 0.07% | 96 |
|
2022
Q4 | $240K | Hold |
4,146
| – | – | 0.08% | 92 |
|
2022
Q3 | $240K | Sell |
4,146
-4,111
| -50% | -$238K | 0.08% | 90 |
|
2022
Q2 | $486K | Sell |
8,257
-4,065
| -33% | -$239K | 0.15% | 66 |
|
2022
Q1 | $730K | Sell |
12,322
-229,727
| -95% | -$13.6M | 0.2% | 58 |
|
2021
Q4 | $14.7M | Sell |
242,049
-465
| -0.2% | -$28.3K | 3.81% | 4 |
|
2021
Q3 | $14.9M | Buy |
242,514
+8,619
| +4% | +$529K | 4.77% | 4 |
|
2021
Q2 | $14.4M | Buy |
233,895
+60,589
| +35% | +$3.72M | 5.19% | 3 |
|
2021
Q1 | $10.7M | Buy |
173,306
+166,869
| +2,592% | +$10.3M | 3.98% | 4 |
|
2020
Q4 | $397K | Buy |
+6,437
| New | +$397K | 0.22% | 44 |
|