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