MWM
Maripau Wealth 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 | $845K | Sell |
14,326
-10,515
| -42% | -$620K | 0.43% | 57 |
|
|
2025
Q1 | $1.46M | Sell |
24,841
-8,258
| -25% | -$485K | 0.84% | 34 |
|
|
2024
Q4 | $1.93M | Buy |
33,099
+14,343
| +76% | +$834K | 1.14% | 23 |
|
|
2024
Q3 | $1.11M | Buy |
18,756
+7,612
| +68% | +$449K | 0.96% | 28 |
|
|
2024
Q2 | $646K | Buy |
11,144
+4,859
| +77% | +$282K | 0.44% | 53 |
|
|
2024
Q1 | $365K | Buy |
6,285
+144
| +2% | +$8.36K | 0.27% | 76 |
|
|
2023
Q4 | $358K | Sell |
6,141
-1,393
| -18% | -$81.3K | 0.31% | 68 |
|
|
2023
Q3 | $434K | Sell |
7,534
-2,319
| -24% | -$134K | 0.4% | 55 |
|
|
2023
Q2 | $569K | Buy |
+9,853
| New | +$569K | 0.51% | 46 |
|
|
2022
Q3 | – | Sell |
-3,741
| Closed | -$221K | – | 90 |
|
|
2022
Q2 | $221K | Sell |
3,741
-144
| -4% | -$8.51K | 0.24% | 67 |
|
|
2022
Q1 | $229K | Sell |
3,885
-669
| -15% | -$39.4K | 0.21% | 79 |
|
|
2021
Q4 | $273K | Buy |
+4,554
| New | +$273K | 0.26% | 72 |
|