MRWM
ML&R Wealth Management’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-3,533
| Closed | -$204K | – | 93 |
|
|
2023
Q2 | $204K | Hold |
3,533
| – | – | 0.05% | 93 |
|
|
2023
Q1 | $207K | Hold |
3,533
| – | – | 0.06% | 67 |
|
|
2022
Q4 | $204K | Hold |
3,533
| – | – | 0.06% | 54 |
|
|
2022
Q3 | $204K | Hold |
3,533
| – | – | 0.07% | 63 |
|
|
2022
Q2 | $208K | Buy |
+3,533
| New | +$208K | 0.09% | 47 |
|