Marks Wealth’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 | |
---|---|---|---|---|---|---|---|---|
2022
Q3 | – | Sell |
-3,572
| Closed | -$210K | – | 17 |
|
2022
Q2 | $210K | Sell |
3,572
-108
| -3% | -$6.35K | 0.25% | 16 |
|
2022
Q1 | $218K | Sell |
3,680
-1,584
| -30% | -$93.8K | 0.07% | 31 |
|
2021
Q4 | $320K | Buy |
5,264
+251
| +5% | +$15.3K | 0.1% | 27 |
|
2021
Q3 | $308K | Sell |
5,013
-2,959
| -37% | -$182K | 0.1% | 28 |
|
2021
Q2 | $490K | Buy |
7,972
+2,551
| +47% | +$157K | 0.17% | 25 |
|
2021
Q1 | $333K | Buy |
+5,421
| New | +$333K | 0.11% | 31 |
|