Principle Wealth Partners’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 | $611K | Buy |
+10,390
| New | +$611K | 0.04% | 213 |
|
|
2024
Q2 | – | Sell |
-34,866
| Closed | -$2.02M | – | 343 |
|
|
2024
Q1 | $2.02M | Sell |
34,866
-6,586
| -16% | -$382K | 0.16% | 120 |
|
|
2023
Q4 | $2.42M | Sell |
41,452
-8,031
| -16% | -$468K | 0.21% | 105 |
|
|
2023
Q3 | $2.85M | Sell |
49,483
-18,829
| -28% | -$1.08M | 0.29% | 83 |
|
|
2023
Q2 | $3.94M | Sell |
68,312
-1,693
| -2% | -$97.7K | 0.4% | 61 |
|
|
2023
Q1 | $4.1M | Buy |
70,005
+24,913
| +55% | +$1.46M | 0.44% | 55 |
|
|
2022
Q4 | $2.61M | Buy |
45,092
+24,725
| +121% | +$1.43M | 0.3% | 83 |
|
|
2022
Q3 | $1.18K | Sell |
20,367
-2,721
| -12% | -$157 | 0.11% | 110 |
|
|
2022
Q2 | $1.36M | Buy |
+23,088
| New | +$1.36M | 0.16% | 110 |
|
|
2020
Q3 | – | Sell |
-800
| Closed | -$50K | – | 418 |
|
|
2020
Q2 | $50K | Buy |
+800
| New | +$50K | 0.01% | 277 |
|
|
2020
Q1 | – | Sell |
-24,158
| Closed | -$1.47M | – | 167 |
|
|
2019
Q4 | $1.47M | Buy |
24,158
+656
| +3% | +$39.9K | 0.47% | 45 |
|
|
2019
Q3 | $1.43M | Sell |
23,502
-3,383
| -13% | -$206K | 0.5% | 44 |
|
|
2019
Q2 | $1.64M | Sell |
26,885
-33,420
| -55% | -$2.04M | 0.84% | 33 |
|
|
2019
Q1 | $3.64M | Buy |
60,305
+12,456
| +26% | +$753K | 2.08% | 10 |
|
|
2018
Q4 | $2.88M | Buy |
+47,849
| New | +$2.88M | 2.41% | 10 |
|