Mission 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 | $217K | Sell |
3,693
-158
| -4% | -$9.29K | ﹤0.01% | 621 |
|
|
2025
Q1 | $226K | Buy |
+3,851
| New | +$226K | 0.01% | 585 |
|
|
2024
Q2 | – | Sell |
-7,223
| Closed | -$419K | – | 669 |
|
|
2024
Q1 | $419K | Sell |
7,223
-1,178
| -14% | -$68.4K | 0.01% | 450 |
|
|
2023
Q4 | $490K | Sell |
8,401
-7,953
| -49% | -$464K | 0.02% | 363 |
|
|
2023
Q3 | $942K | Sell |
16,354
-9,394
| -36% | -$541K | 0.04% | 219 |
|
|
2023
Q2 | $1.49M | Sell |
25,748
-7,725
| -23% | -$446K | 0.06% | 163 |
|
|
2023
Q1 | $1.96M | Sell |
33,473
-1,111,308
| -97% | -$65.1M | 0.08% | 130 |
|
|
2022
Q4 | $66.2M | Buy |
+1,144,781
| New | +$66.2M | 3.17% | 7 |
|