Moneta Group Investment Advisors’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
Q1 | – | Sell |
-3,656
| Closed | -$213K | – | 706 |
|
|
2024
Q4 | $213K | Buy |
+3,656
| New | +$213K | ﹤0.01% | 620 |
|
|
2024
Q2 | – | Sell |
-10,106
| Closed | -$587K | – | 632 |
|
|
2024
Q1 | $587K | Buy |
10,106
+148
| +1% | +$8.6K | 0.01% | 344 |
|
|
2023
Q4 | $581K | Buy |
9,958
+222
| +2% | +$12.9K | 0.01% | 319 |
|
|
2023
Q3 | $561K | Buy |
9,736
+84
| +0.9% | +$4.84K | 0.01% | 292 |
|
|
2023
Q2 | $557K | Buy |
9,652
+94
| +1% | +$5.43K | 0.01% | 303 |
|
|
2023
Q1 | $560K | Buy |
+9,558
| New | +$560K | 0.01% | 301 |
|