Robertson Stephens Wealth Management’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 | $5.1M | Sell |
86,730
-37,429
| -30% | -$2.2M | 0.16% | 101 |
|
|
2025
Q1 | $7.29M | Buy |
124,159
+16,311
| +15% | +$957K | 0.25% | 75 |
|
|
2024
Q4 | $6.27M | Buy |
107,848
+22,276
| +26% | +$1.3M | 0.22% | 88 |
|
|
2024
Q3 | $5.05M | Sell |
85,572
-19,171
| -18% | -$1.13M | 0.18% | 109 |
|
|
2024
Q2 | $6.07M | Buy |
104,743
+79,569
| +316% | +$4.61M | 0.31% | 57 |
|
|
2024
Q1 | $1.46M | Sell |
25,174
-7,575
| -23% | -$440K | 0.08% | 183 |
|
|
2023
Q4 | $1.91M | Sell |
32,749
-67,685
| -67% | -$3.95M | 0.12% | 143 |
|
|
2023
Q3 | $5.78M | Buy |
100,434
+68,969
| +219% | +$3.97M | 0.39% | 54 |
|
|
2023
Q2 | $1.82M | Buy |
31,465
+24,970
| +384% | +$1.44M | 0.13% | 138 |
|
|
2023
Q1 | $380K | Sell |
6,495
-13,768
| -68% | -$806K | 0.03% | 332 |
|
|
2022
Q4 | $1.17M | Buy |
+20,263
| New | +$1.17M | 0.11% | 160 |
|
|
2020
Q3 | – | Sell |
-4,491
| Closed | -$279K | – | 249 |
|
|
2020
Q2 | $279K | Buy |
4,491
+482
| +12% | +$29.9K | 0.08% | 148 |
|
|
2020
Q1 | $250K | Buy |
+4,009
| New | +$250K | 0.09% | 153 |
|