Resource Planning Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-3,435
| Closed | -$204K | – | 71 |
|
|
2022
Q1 | $204K | Hold |
3,435
| – | – | 0.15% | 67 |
|
|
2021
Q4 | $209K | Hold |
3,435
| – | – | 0.14% | 65 |
|
|
2021
Q3 | $211K | Hold |
3,435
| – | – | 0.13% | 82 |
|
|
2021
Q2 | $211K | Hold |
3,435
| – | – | 0.12% | 80 |
|
|
2021
Q1 | $211K | Sell |
3,435
-3,005
| -47% | -$185K | 0.14% | 65 |
|
|
2020
Q4 | $397K | Hold |
6,440
| – | – | 0.28% | 46 |
|
|
2020
Q3 | $400K | Sell |
6,440
-1,090
| -14% | -$67.7K | 0.3% | 44 |
|
|
2020
Q2 | $468K | Hold |
7,530
| – | – | 0.35% | 38 |
|
|
2020
Q1 | $469K | Hold |
7,530
| – | – | 0.41% | 32 |
|
|
2019
Q4 | $458K | Hold |
7,530
| – | – | 0.26% | 38 |
|
|
2019
Q3 | $459K | Hold |
7,530
| – | – | 0.27% | 39 |
|
|
2019
Q2 | $459K | Hold |
7,530
| – | – | 0.27% | 39 |
|
|
2019
Q1 | $455K | Hold |
7,530
| – | – | 0.3% | 30 |
|
|
2018
Q4 | $453K | Buy |
+7,530
| New | +$453K | 0.34% | 30 |
|