Monumental Financial Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $217K | Sell |
3,674
-9,054
| -71% | -$534K | 0.08% | 42 |
|
|
2024
Q2 | $738K | Sell |
12,728
-151,323
| -92% | -$8.77M | 0.32% | 36 |
|
|
2024
Q1 | $9.53M | Buy |
164,051
+13,117
| +9% | +$762K | 5.07% | 8 |
|
|
2023
Q4 | $8.8M | Sell |
150,934
-53,452
| -26% | -$3.12M | 5.25% | 8 |
|
|
2023
Q3 | $11.8M | Buy |
204,386
+13,856
| +7% | +$798K | 7.84% | 5 |
|
|
2023
Q2 | $11M | Buy |
190,530
+1,168
| +0.6% | +$67.4K | 7.4% | 5 |
|
|
2023
Q1 | $11.1M | Buy |
189,362
+5,894
| +3% | +$345K | 7.93% | 2 |
|
|
2022
Q4 | $10.6M | Buy |
183,468
+9,280
| +5% | +$537K | 8.56% | 2 |
|
|
2022
Q3 | $10.1M | Buy |
174,188
+1,570
| +0.9% | +$90.7K | 9.53% | 2 |
|
|
2022
Q2 | $10.2M | Buy |
172,618
+3,629
| +2% | +$214K | 9.34% | 2 |
|
|
2022
Q1 | $10M | Buy |
168,989
+160,456
| +1,880% | +$9.51M | 8.28% | 4 |
|
|
2021
Q4 | $519K | Sell |
8,533
-664
| -7% | -$40.4K | 0.37% | 18 |
|
|
2021
Q3 | $565K | Buy |
9,197
+2,253
| +32% | +$138K | 0.45% | 16 |
|
|
2021
Q2 | $427K | Sell |
6,944
-732
| -10% | -$45K | 0.37% | 18 |
|
|
2021
Q1 | $472K | Buy |
+7,676
| New | +$472K | 0.45% | 42 |
|