ProVise Management Group’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $473K | Hold |
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|
2025
Q2 | $472K | Hold |
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|
2025
Q1 | $472K | Sell |
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|
2024
Q4 | $477K | Sell |
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|
2024
Q3 | $485K | Sell |
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|
2024
Q2 | $484K | Buy |
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|
2024
Q1 | $478K | Sell |
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|
2023
Q4 | $493K | Sell |
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|
2023
Q3 | $490K | Sell |
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|
2023
Q2 | $499K | Buy |
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|
2023
Q1 | $496K | Buy |
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|
2022
Q4 | $485K | Sell |
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|
2022
Q3 | $544K | Sell |
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|
2022
Q2 | $599K | Buy |
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|
2022
Q1 | $573K | Sell |
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|
2021
Q4 | $1.09M | Sell |
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|
2021
Q3 | $1.19M | Hold |
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|
2021
Q2 | $1.19M | Hold |
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|
2021
Q1 | $1.19M | Hold |
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|
2020
Q4 | $1.19M | Hold |
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|
2020
Q3 | $1.2M | Buy |
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|
2020
Q2 | $1.18M | Sell |
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|
2020
Q1 | $1.39M | Sell |
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|
2019
Q4 | $1.37M | Hold |
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|
2019
Q3 | $1.37M | Hold |
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|
2019
Q2 | $1.37M | Sell |
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|
2019
Q1 | $1.37M | Buy |
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|
2018
Q4 | $1.19M | Buy |
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|
2018
Q3 | $899K | Buy |
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|
2018
Q2 | $872 | Buy |
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|
2018
Q1 | $814K | Buy |
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|
2017
Q4 | $536K | Sell |
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|
2017
Q3 | $547K | Hold |
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|
2017
Q2 | $548K | Sell |
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|
2017
Q1 | $578K | Hold |
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|
2016
Q4 | $579K | Buy |
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|
2016
Q3 | $582K | Sell |
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|
2016
Q2 | $1.39M | Buy |
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|
2016
Q1 | $1.38M | Buy |
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|
2015
Q4 | $1.37M | Sell |
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|
2015
Q3 | $1.5M | Sell |
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|
2015
Q2 | $1.65M | Hold |
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|
2015
Q1 | $1.64M | Sell |
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|
2014
Q4 | $1.71M | Buy |
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