Marotta Asset Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.59M | Sell |
78,121
-7,131
| -8% | -$419K | 0.92% | 30 |
|
|
2025
Q1 | $5.03M | Sell |
85,252
-7,174
| -8% | -$423K | 0.99% | 28 |
|
|
2024
Q4 | $5.38M | Buy |
92,426
+7,174
| +8% | +$417K | 1.12% | 26 |
|
|
2024
Q3 | $5.03M | Buy |
85,252
+4,207
| +5% | +$248K | 0.99% | 28 |
|
|
2024
Q2 | $4.68M | Buy |
81,045
+14,337
| +21% | +$828K | 0.97% | 29 |
|
|
2024
Q1 | $3.87M | Buy |
66,708
+5
| +0% | +$290 | 0.8% | 32 |
|
|
2023
Q4 | $3.89M | Buy |
66,703
+6,877
| +11% | +$401K | 0.84% | 31 |
|
|
2023
Q3 | $3.45M | Sell |
59,826
-2,402
| -4% | -$138K | 0.8% | 31 |
|
|
2023
Q2 | $3.59M | Buy |
+62,228
| New | +$3.59M | 0.8% | 30 |
|
|
2022
Q4 | $3.4M | Buy |
58,798
+33,086
| +129% | +$1.91M | 0.82% | 34 |
|
|
2022
Q3 | $1.49M | Sell |
25,712
-386
| -1% | -$22.3K | 0.39% | 40 |
|
|
2022
Q2 | $1.54M | Sell |
26,098
-239
| -0.9% | -$14.1K | 0.38% | 41 |
|
|
2022
Q1 | $1.56M | Buy |
26,337
+15,996
| +155% | +$948K | 0.36% | 38 |
|
|
2021
Q4 | $629K | Buy |
10,341
+1,271
| +14% | +$77.3K | 0.14% | 60 |
|
|
2021
Q3 | $557K | Buy |
9,070
+2,067
| +30% | +$127K | 0.13% | 61 |
|
|
2021
Q2 | $430K | Buy |
7,003
+1,961
| +39% | +$120K | 0.1% | 67 |
|
|
2021
Q1 | $310K | Sell |
5,042
-1,177
| -19% | -$72.4K | 0.08% | 74 |
|
|
2020
Q4 | $383K | Hold |
6,219
| – | – | 0.1% | 56 |
|
|
2020
Q3 | $386K | Hold |
6,219
| – | – | 0.12% | 57 |
|
|
2020
Q2 | $387K | Hold |
6,219
| – | – | 0.12% | 59 |
|
|
2020
Q1 | $387K | Sell |
6,219
-145
| -2% | -$9.03K | 0.15% | 56 |
|
|
2019
Q4 | $388K | Buy |
+6,364
| New | +$388K | 0.12% | 67 |
|