Monterey Private Wealth’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
2020
Q4
Sell
-7,353
Closed -$457K 93
2020
Q3
$457K Buy
7,353
+18
+0.2% +$1.12K 0.29% 46
2020
Q2
$456K Buy
7,335
+25
+0.3% +$1.55K 0.33% 43
2020
Q1
$456K Buy
7,310
+24
+0.3% +$1.5K 0.39% 37
2019
Q4
$443K Buy
+7,286
New +$443K 0.36% 41