Mount Yale 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
2024
Q4
Sell
-4,262
Closed -$252K 602
2024
Q3
$252K Buy
+4,262
New +$252K 0.02% 480
2018
Q3
Sell
-983
Closed -$59K 1001
2018
Q2
$59K Hold
983
0.01% 600
2018
Q1
$59K Buy
+983
New +$59K 0.01% 588