Roger Wittlin Investment Advisory’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-4,083
| Closed | -$237K | – | 50 |
|
|
2024
Q1 | $237K | Buy |
4,083
+27
| +0.7% | +$1.57K | 0.17% | 40 |
|
|
2023
Q4 | $237K | Buy |
4,056
+52
| +1% | +$3.03K | 0.17% | 38 |
|
|
2023
Q3 | $231K | Buy |
4,004
+34
| +0.9% | +$1.96K | 0.2% | 36 |
|
|
2023
Q2 | $229K | Buy |
3,970
+30
| +0.8% | +$1.73K | 0.19% | 39 |
|
|
2023
Q1 | $231K | Sell |
3,940
-29,929
| -88% | -$1.75M | 0.21% | 39 |
|
|
2022
Q4 | $1.96M | Buy |
+33,869
| New | +$1.96M | 1.95% | 17 |
|
|
2022
Q3 | – | Sell |
-33,869
| Closed | -$1.99M | – | 29 |
|
|
2022
Q2 | $1.99M | Buy |
+33,869
| New | +$1.99M | 1.97% | 15 |
|