NFP Retirement Inc’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
Q1 | – | Sell |
-7,239
| Closed | -$421K | – | 299 |
|
|
2024
Q4 | $421K | Buy |
7,239
+32
| +0.4% | +$1.86K | 0.03% | 202 |
|
|
2024
Q3 | $425K | Sell |
7,207
-4,080
| -36% | -$241K | 0.03% | 200 |
|
|
2024
Q2 | $655K | Sell |
11,287
-1,285
| -10% | -$74.5K | 0.05% | 156 |
|
|
2024
Q1 | $730K | Buy |
12,572
+1,532
| +14% | +$89K | 0.06% | 141 |
|
|
2023
Q4 | $644K | Buy |
11,040
+1,516
| +16% | +$88.4K | 0.11% | 127 |
|
|
2023
Q3 | $549K | Buy |
9,524
+568
| +6% | +$32.7K | 0.1% | 139 |
|
|
2023
Q2 | $517K | Buy |
8,956
+3
| +0% | +$173 | 0.1% | 148 |
|
|
2023
Q1 | $524K | Buy |
+8,953
| New | +$524K | 0.1% | 152 |
|