Opal Wealth 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 | $176K | Sell |
2,986
-251
| -8% | -$14.8K | 0.05% | 211 |
|
|
2025
Q1 | $190K | Buy |
+3,237
| New | +$190K | 0.06% | 188 |
|
|
2024
Q4 | – | Sell |
-3,755
| Closed | -$222K | – | 204 |
|
|
2024
Q3 | $222K | Buy |
3,755
+37
| +1% | +$2.18K | 0.07% | 168 |
|
|
2024
Q2 | $216K | Sell |
3,718
-1,925
| -34% | -$112K | 0.07% | 162 |
|
|
2024
Q1 | $328K | Buy |
5,643
+1,588
| +39% | +$92.2K | 0.11% | 119 |
|
|
2023
Q4 | $237K | Sell |
4,055
-189
| -4% | -$11K | 0.09% | 151 |
|
|
2023
Q3 | $244K | Sell |
4,244
-255
| -6% | -$14.7K | 0.14% | 122 |
|
|
2023
Q2 | $260K | Buy |
+4,499
| New | +$260K | 0.13% | 119 |
|