Peterson 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 | $941K | Sell |
16,001
-1,581
| -9% | -$92.9K | 0.16% | 42 |
|
|
2025
Q1 | $1.03M | Sell |
17,582
-306
| -2% | -$18K | 0.2% | 37 |
|
|
2024
Q4 | $1.04M | Buy |
17,888
+12,608
| +239% | +$733K | 0.19% | 34 |
|
|
2024
Q3 | $312K | Sell |
5,280
-439
| -8% | -$25.9K | 0.06% | 63 |
|
|
2024
Q2 | $332K | Sell |
5,719
-61
| -1% | -$3.54K | 0.07% | 62 |
|
|
2024
Q1 | $336K | Sell |
5,780
-740
| -11% | -$43K | 0.07% | 54 |
|
|
2023
Q4 | $380K | Buy |
6,520
+541
| +9% | +$31.6K | 0.09% | 48 |
|
|
2023
Q3 | $344K | Buy |
5,979
+1,258
| +27% | +$72.5K | 0.09% | 49 |
|
|
2023
Q2 | $272K | Buy |
+4,721
| New | +$272K | 0.07% | 53 |
|