Optimum 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.94K | Hold |
33
| – | – | ﹤0.01% | 577 |
|
|
2025
Q1 | $1.94K | Hold |
33
| – | – | ﹤0.01% | 597 |
|
|
2024
Q4 | $1.92K | Hold |
33
| – | – | ﹤0.01% | 583 |
|
|
2024
Q3 | $1.95K | Hold |
33
| – | – | ﹤0.01% | 596 |
|
|
2024
Q2 | $1.91K | Hold |
33
| – | – | ﹤0.01% | 596 |
|
|
2024
Q1 | $1.92K | Hold |
33
| – | – | ﹤0.01% | 601 |
|
|
2023
Q4 | $1.93K | Sell |
33
-42
| -56% | -$2.45K | ﹤0.01% | 591 |
|
|
2023
Q3 | $4.34K | Hold |
75
| – | – | ﹤0.01% | 612 |
|
|
2023
Q2 | $4.35K | Hold |
75
| – | – | ﹤0.01% | 614 |
|
|
2023
Q1 | $4.41K | Sell |
75
-3,000
| -98% | -$176K | ﹤0.01% | 632 |
|
|
2022
Q4 | $178K | Hold |
3,075
| – | – | 0.1% | 197 |
|
|
2022
Q3 | $178K | Hold |
3,075
| – | – | 0.1% | 196 |
|
|
2022
Q2 | $181K | Hold |
3,075
| – | – | 0.09% | 195 |
|
|
2022
Q1 | $182K | Hold |
3,075
| – | – | 0.08% | 220 |
|
|
2021
Q4 | $187K | Hold |
3,075
| – | – | 0.07% | 234 |
|
|
2021
Q3 | $189K | Sell |
3,075
-300
| -9% | -$18.4K | 0.08% | 226 |
|
|
2021
Q2 | $207K | Sell |
3,375
-1,000
| -23% | -$61.3K | 0.06% | 259 |
|
|
2021
Q1 | $269K | Hold |
4,375
| – | – | 0.08% | 217 |
|
|
2020
Q4 | $270K | Buy |
4,375
+300
| +7% | +$18.5K | 0.08% | 208 |
|
|
2020
Q3 | $253K | Buy |
4,075
+506
| +14% | +$31.4K | 0.08% | 211 |
|
|
2020
Q2 | $222K | Buy |
3,569
+450
| +14% | +$28K | 0.08% | 222 |
|
|
2020
Q1 | $194K | Buy |
3,119
+3,044
| +4,059% | +$189K | 0.08% | 218 |
|
|
2019
Q4 | $5K | Sell |
75
-465
| -86% | -$31K | ﹤0.01% | 851 |
|
|
2019
Q3 | $33K | Buy |
540
+465
| +620% | +$28.4K | 0.01% | 587 |
|
|
2019
Q2 | $5K | Hold |
75
| – | – | ﹤0.01% | 852 |
|
|
2019
Q1 | $5K | Hold |
75
| – | – | ﹤0.01% | 900 |
|
|
2018
Q4 | $5K | Buy |
+75
| New | +$5K | ﹤0.01% | 854 |
|