Meritas 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 | $253K | Buy |
4,297
+49
| +1% | +$2.88K | 0.14% | 46 |
|
2025
Q1 | $249K | Hold |
4,248
| – | – | 0.15% | 44 |
|
2024
Q4 | $247K | Buy |
4,248
+87
| +2% | +$5.06K | 0.15% | 46 |
|
2024
Q3 | $246K | Buy |
4,161
+98
| +2% | +$5.78K | 0.15% | 46 |
|
2024
Q2 | $236K | Buy |
4,063
+18
| +0.4% | +$1.04K | 0.17% | 44 |
|
2024
Q1 | $235K | Buy |
4,045
+26
| +0.6% | +$1.51K | 0.16% | 43 |
|
2023
Q4 | $234K | Sell |
4,019
-775
| -16% | -$45.2K | 0.18% | 42 |
|
2023
Q3 | $276K | Buy |
4,794
+55
| +1% | +$3.17K | 0.21% | 34 |
|
2023
Q2 | $274K | Buy |
4,739
+893
| +23% | +$51.6K | 0.21% | 35 |
|
2023
Q1 | $225K | Sell |
3,846
-12,345
| -76% | -$723K | 0.18% | 38 |
|
2022
Q4 | $936K | Buy |
+16,191
| New | +$936K | 0.77% | 17 |
|