Meridian Wealth 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 | $1.37M | Sell |
23,377
-774
| -3% | -$45.5K | 0.06% | 256 |
|
2025
Q1 | $1.42M | Sell |
24,151
-12,029
| -33% | -$706K | 0.07% | 220 |
|
2024
Q4 | $2.1M | Sell |
36,180
-5,458
| -13% | -$318K | 0.1% | 183 |
|
2024
Q3 | $2.46M | Sell |
41,638
-10,036
| -19% | -$592K | 0.12% | 166 |
|
2024
Q2 | $3M | Buy |
+51,674
| New | +$3M | 0.36% | 61 |
|
2024
Q1 | – | Sell |
-69,297
| Closed | -$4.04M | – | 543 |
|
2023
Q4 | $4.04M | Buy |
+69,297
| New | +$4.04M | 0.26% | 85 |
|
2018
Q2 | – | Sell |
-6,762
| Closed | -$406K | – | 201 |
|
2018
Q1 | $406K | Buy |
6,762
+614
| +10% | +$36.9K | 0.2% | 104 |
|
2017
Q4 | $373K | Hold |
6,148
| – | – | 0.23% | 105 |
|
2017
Q3 | $373K | Buy |
+6,148
| New | +$373K | 0.24% | 102 |
|
2017
Q2 | – | Sell |
-5,470
| Closed | -$333K | – | 184 |
|
2017
Q1 | $333K | Buy |
5,470
+852
| +18% | +$51.9K | 0.2% | 110 |
|
2016
Q4 | $281K | Buy |
+4,618
| New | +$281K | 0.22% | 96 |
|