PCS
Personal CFO Solutions’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-5,319
| Closed | -$314K | – | 604 |
|
|
2024
Q3 | $314K | Buy |
5,319
+21
| +0.4% | +$1.24K | 0.04% | 407 |
|
|
2024
Q2 | $307K | Buy |
5,298
+28
| +0.5% | +$1.62K | 0.05% | 374 |
|
|
2024
Q1 | $306K | Hold |
5,270
| – | – | 0.05% | 389 |
|
|
2023
Q4 | $307K | Sell |
5,270
-871
| -14% | -$50.8K | 0.05% | 370 |
|
|
2023
Q3 | $354K | Sell |
6,141
-3,357
| -35% | -$193K | 0.07% | 286 |
|
|
2023
Q2 | $548K | Buy |
9,498
+56
| +0.6% | +$3.23K | 0.11% | 189 |
|
|
2023
Q1 | $553K | Buy |
9,442
+3,300
| +54% | +$193K | 0.11% | 177 |
|
|
2022
Q4 | $355K | Sell |
6,142
-4,437
| -42% | -$257K | 0.08% | 260 |
|
|
2022
Q3 | $611K | Sell |
10,579
-48,713
| -82% | -$2.81M | 0.15% | 130 |
|
|
2022
Q2 | $3.49M | Buy |
+59,292
| New | +$3.49M | 0.82% | 28 |
|
|
2020
Q3 | – | Sell |
-22,992
| Closed | -$1.43M | – | 323 |
|
|
2020
Q2 | $1.43M | Sell |
22,992
-36,307
| -61% | -$2.26M | 0.42% | 56 |
|
|
2020
Q1 | $3.7M | Buy |
+59,299
| New | +$3.7M | 1.33% | 10 |
|