Milestone Advisory Partners’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 |
-3,518
| Closed | -$207K | – | 73 |
|
|
2022
Q2 | $207K | Sell |
3,518
-3,365
| -49% | -$198K | 0.17% | 70 |
|
|
2022
Q1 | $408K | Sell |
6,883
-4,026
| -37% | -$239K | 0.22% | 50 |
|
|
2021
Q4 | $664K | Sell |
10,909
-2,839
| -21% | -$173K | 0.34% | 41 |
|
|
2021
Q3 | $844K | Sell |
13,748
-413
| -3% | -$25.4K | 0.5% | 35 |
|
|
2021
Q2 | $870K | Sell |
14,161
-75,405
| -84% | -$4.63M | 0.46% | 35 |
|
|
2021
Q1 | $5.51M | Sell |
89,566
-5,642
| -6% | -$347K | 2.95% | 10 |
|
|
2020
Q4 | $5.87M | Sell |
95,208
-193,542
| -67% | -$11.9M | 3.34% | 9 |
|
|
2020
Q3 | $17.9M | Buy |
288,750
+10,390
| +4% | +$645K | 11.16% | 2 |
|
|
2020
Q2 | $17.3M | Buy |
278,360
+258,750
| +1,319% | +$16.1M | 10.18% | 2 |
|
|
2020
Q1 | $1.22M | Buy |
+19,610
| New | +$1.22M | 0.85% | 17 |
|