Ruedi 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 | $722K | Sell |
12,288
-146
| -1% | -$8.58K | 0.21% | 36 |
|
|
2025
Q1 | $730K | Sell |
12,434
-499
| -4% | -$29.3K | 0.23% | 30 |
|
|
2024
Q4 | $752K | Sell |
12,933
-478
| -4% | -$27.8K | 0.24% | 28 |
|
|
2024
Q3 | $792K | Sell |
13,411
-379
| -3% | -$22.4K | 0.27% | 28 |
|
|
2024
Q2 | $800K | Sell |
13,790
-284
| -2% | -$16.5K | 0.31% | 28 |
|
|
2024
Q1 | $817K | Sell |
14,074
-8,404
| -37% | -$488K | 0.34% | 27 |
|
|
2023
Q4 | $1.31M | Buy |
22,478
+2,318
| +11% | +$135K | 0.62% | 19 |
|
|
2023
Q3 | $1.16M | Buy |
20,160
+950
| +5% | +$54.7K | 0.67% | 18 |
|
|
2023
Q2 | $1.11M | Buy |
19,210
+10,609
| +123% | +$612K | 0.65% | 18 |
|
|
2023
Q1 | $504K | Buy |
8,601
+24
| +0.3% | +$1.41K | 0.32% | 24 |
|
|
2022
Q4 | $496K | Buy |
+8,577
| New | +$496K | 0.35% | 22 |
|