Safir Wealth Advisors’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 | $7.23M | Sell |
123,018
-4,480
| -4% | -$263K | 5.31% | 7 |
|
|
2025
Q1 | $7.48M | Buy |
127,498
+4,485
| +4% | +$263K | 5.94% | 7 |
|
|
2024
Q4 | $7.16M | Sell |
123,013
-23,450
| -16% | -$1.36M | 5.52% | 6 |
|
|
2024
Q3 | $8.64M | Sell |
146,463
-405
| -0.3% | -$23.9K | 6.65% | 6 |
|
|
2024
Q2 | $8.52M | Sell |
146,868
-2,443
| -2% | -$142K | 6.98% | 6 |
|
|
2024
Q1 | $8.67M | Sell |
149,311
-5,401
| -3% | -$314K | 7.12% | 6 |
|
|
2023
Q4 | $9.02M | Sell |
154,712
-6,749
| -4% | -$394K | 8.12% | 4 |
|
|
2023
Q3 | $9.3M | Buy |
161,461
+2,265
| +1% | +$130K | 9% | 4 |
|
|
2023
Q2 | $9.19M | Buy |
159,196
+841
| +0.5% | +$48.6K | 8.5% | 4 |
|
|
2023
Q1 | $9.27M | Sell |
158,355
-18,215
| -10% | -$1.07M | 9.15% | 4 |
|
|
2022
Q4 | $10.2M | Sell |
176,570
-16,819
| -9% | -$972K | 10.41% | 3 |
|
|
2022
Q3 | $11.2M | Sell |
193,389
-9,690
| -5% | -$560K | 11.63% | 3 |
|
|
2022
Q2 | $12M | Sell |
203,079
-60,265
| -23% | -$3.55M | 11.7% | 3 |
|
|
2022
Q1 | $15.6M | Sell |
263,344
-62,516
| -19% | -$3.7M | 13.03% | 2 |
|
|
2021
Q4 | $19.8M | Buy |
325,860
+41,271
| +15% | +$2.51M | 15.42% | 2 |
|
|
2021
Q3 | $17.5M | Buy |
284,589
+4,905
| +2% | +$301K | 14.62% | 2 |
|
|
2021
Q2 | $17.2M | Sell |
279,684
-2,900
| -1% | -$178K | 14.58% | 2 |
|
|
2021
Q1 | $17.4M | Buy |
282,584
+16,735
| +6% | +$1.03M | 15.94% | 2 |
|
|
2020
Q4 | $16.4M | Buy |
+265,849
| New | +$16.4M | 15.21% | 2 |
|