Morris Financial Concepts’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 | $71K | Sell |
1,208
-256
| -17% | -$15K | 0.03% | 148 |
|
|
2025
Q1 | $85.9K | Hold |
1,464
| – | – | 0.04% | 145 |
|
|
2024
Q4 | $85.2K | Hold |
1,464
| – | – | 0.04% | 136 |
|
|
2024
Q3 | $86.4K | Buy |
1,464
+282
| +24% | +$16.6K | 0.04% | 138 |
|
|
2024
Q2 | $68.5K | Buy |
1,182
+163
| +16% | +$9.45K | 0.03% | 115 |
|
|
2024
Q1 | $59.2K | Hold |
1,019
| – | – | 0.03% | 115 |
|
|
2023
Q4 | $59.4K | Sell |
1,019
-38
| -4% | -$2.22K | 0.03% | 113 |
|
|
2023
Q3 | $60.9K | Hold |
1,057
| – | – | 0.04% | 102 |
|
|
2023
Q2 | $61K | Buy |
1,057
+38
| +4% | +$2.19K | 0.04% | 102 |
|
|
2023
Q1 | $59.7K | Sell |
1,019
-25
| -2% | -$1.46K | 0.04% | 101 |
|
|
2022
Q4 | $60.4K | Buy |
+1,044
| New | +$60.4K | 0.05% | 96 |
|