Mosaic Family 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $848K | Buy |
13,943
+117
| +0.8% | +$7.12K | 0.22% | 69 |
|
|
2021
Q3 | $849K | Buy |
13,826
+2,881
| +26% | +$177K | 0.24% | 62 |
|
|
2021
Q2 | $672K | Buy |
10,945
+506
| +5% | +$31.1K | 0.19% | 74 |
|
|
2021
Q1 | $642K | Buy |
10,439
+2,069
| +25% | +$127K | 0.19% | 74 |
|
|
2020
Q4 | $516K | Buy |
8,370
+713
| +9% | +$44K | 0.17% | 81 |
|
|
2020
Q3 | $475K | Buy |
7,657
+3,084
| +67% | +$191K | 0.18% | 73 |
|
|
2020
Q2 | $284K | Buy |
+4,573
| New | +$284K | 0.12% | 107 |
|
|
2018
Q4 | – | Hold |
0
| – | – | – | 657 |
|
|
2018
Q3 | – | Hold |
0
| – | – | – | 680 |
|