Oak Family 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.53M | Buy |
43,022
+7,098
| +20% | +$417K | 0.8% | 37 |
|
|
2025
Q1 | $2.11M | Buy |
35,924
+4,232
| +13% | +$248K | 0.71% | 38 |
|
|
2024
Q4 | $1.84M | Buy |
31,692
+17,972
| +131% | +$1.05M | 0.67% | 45 |
|
|
2024
Q3 | $810K | Buy |
13,720
+4,750
| +53% | +$280K | 0.25% | 73 |
|
|
2024
Q2 | $520K | Buy |
8,970
+3,413
| +61% | +$198K | 0.18% | 86 |
|
|
2024
Q1 | $323K | Buy |
+5,557
| New | +$323K | 0.12% | 95 |
|
|
2021
Q4 | – | Sell |
-10,000
| Closed | -$614K | – | 156 |
|
|
2021
Q3 | $614K | Hold |
10,000
| – | – | 0.22% | 66 |
|
|
2021
Q2 | $614K | Buy |
+10,000
| New | +$614K | 0.26% | 56 |
|