PWMG
Prestige Wealth Management Group’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-60
| Closed | -$3.49K | – | 1029 |
|
|
2024
Q1 | $3.49K | Hold |
60
| – | – | ﹤0.01% | 651 |
|
|
2023
Q4 | $3.5K | Hold |
60
| – | – | ﹤0.01% | 650 |
|
|
2023
Q3 | $3.46K | Sell |
60
-439
| -88% | -$25.3K | ﹤0.01% | 640 |
|
|
2023
Q2 | $28.8K | Hold |
499
| – | – | 0.01% | 317 |
|
|
2023
Q1 | $29.2K | Sell |
499
-211
| -30% | -$12.4K | 0.01% | 285 |
|
|
2022
Q4 | $41.1K | Hold |
710
| – | – | 0.01% | 275 |
|
|
2022
Q3 | $41K | Hold |
710
| – | – | 0.01% | 242 |
|
|
2022
Q2 | $42K | Hold |
710
| – | – | 0.01% | 253 |
|
|
2022
Q1 | $42K | Hold |
710
| – | – | 0.01% | 259 |
|
|
2021
Q4 | $43K | Hold |
710
| – | – | 0.01% | 277 |
|
|
2021
Q3 | $44K | Hold |
710
| – | – | 0.01% | 274 |
|
|
2021
Q2 | $44K | Sell |
710
-1
| -0.1% | -$62 | 0.01% | 265 |
|
|
2021
Q1 | $44K | Sell |
711
-65,804
| -99% | -$4.07M | 0.01% | 263 |
|
|
2020
Q4 | $4.1M | Sell |
66,515
-36,166
| -35% | -$2.23M | 1.12% | 17 |
|
|
2020
Q3 | $6.38M | Sell |
102,681
-7,368
| -7% | -$458K | 1.93% | 10 |
|
|
2020
Q2 | $6.85M | Buy |
110,049
+1,433
| +1% | +$89.1K | 2.41% | 9 |
|
|
2020
Q1 | $6.77M | Buy |
+108,616
| New | +$6.77M | 2.86% | 8 |
|