PA
Perennial Advisors’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-6,965
| Closed | -$409K | – | 125 |
|
|
2025
Q1 | $409K | Sell |
6,965
-7,176
| -51% | -$421K | 0.08% | 84 |
|
|
2024
Q4 | $823K | Buy |
+14,141
| New | +$823K | 0.18% | 62 |
|
|
2024
Q2 | $871K | Sell |
15,014
-1,455
| -9% | -$84.4K | 0.2% | 68 |
|
|
2024
Q1 | $956K | Sell |
16,469
-33
| -0.2% | -$1.92K | 0.22% | 66 |
|
|
2023
Q4 | $963K | Buy |
16,502
+2,243
| +16% | +$131K | 0.24% | 65 |
|
|
2023
Q3 | $821K | Buy |
14,259
+930
| +7% | +$53.6K | 0.22% | 67 |
|
|
2023
Q2 | $769K | Sell |
13,329
-105
| -0.8% | -$6.06K | 0.2% | 72 |
|
|
2023
Q1 | $786K | Buy |
13,434
+2,849
| +27% | +$167K | 0.23% | 64 |
|
|
2022
Q4 | $612K | Buy |
+10,585
| New | +$612K | 0.19% | 64 |
|