Sage Financial Management 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $346K | Sell |
5,879
-466
| -7% | -$27.4K | 0.12% | 43 |
|
|
2025
Q1 | $372K | Sell |
6,345
-171
| -3% | -$10K | 0.14% | 39 |
|
|
2024
Q4 | $379K | Buy |
6,516
+2,436
| +60% | +$142K | 0.14% | 38 |
|
|
2024
Q3 | $241K | Hold |
4,080
| – | – | 0.09% | 48 |
|
|
2024
Q2 | $237K | Sell |
4,080
-1,213
| -23% | -$70.5K | 0.72% | 12 |
|
|
2024
Q1 | $307K | Sell |
5,293
-19,818
| -79% | -$1.15M | 0.15% | 41 |
|
|
2023
Q4 | $1.47M | Sell |
25,111
-7,903
| -24% | -$461K | 0.79% | 22 |
|
|
2023
Q3 | $1.9M | Sell |
33,014
-1,984
| -6% | -$114K | 1.14% | 21 |
|
|
2023
Q2 | $2.02M | Buy |
34,998
+3,190
| +10% | +$184K | 12.13% | 3 |
|
|
2023
Q1 | $1.86M | Sell |
31,808
-6,767
| -18% | -$396K | 1.5% | 16 |
|
|
2022
Q4 | $2.23M | Buy |
+38,575
| New | +$2.23M | 1.56% | 16 |
|
|
2021
Q4 | – | Sell |
-6,014
| Closed | -$369K | – | 31 |
|
|
2021
Q3 | $369K | Buy |
+6,014
| New | +$369K | 9.25% | 3 |
|
|
2021
Q2 | – | Sell |
-172,296
| Closed | -$10.6M | – | 111 |
|
|
2021
Q1 | $10.6M | Sell |
172,296
-31,814
| -16% | -$1.96M | 8.16% | 4 |
|
|
2020
Q4 | $12.6M | Buy |
+204,110
| New | +$12.6M | 9.86% | 4 |
|