Sage Investment Advisers’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
Q3 | $3.54M | Buy |
60,007
+5,385
| +10% | +$318K | 3.71% | 5 |
|
|
2024
Q2 | $3.17M | Buy |
54,622
+7,051
| +15% | +$409K | 3.58% | 6 |
|
|
2024
Q1 | $2.76M | Sell |
47,571
-137
| -0.3% | -$7.96K | 3.17% | 7 |
|
|
2023
Q4 | $2.78M | Buy |
47,708
+623
| +1% | +$36.3K | 3.38% | 7 |
|
|
2023
Q3 | $2.71M | Sell |
47,085
-691
| -1% | -$39.8K | 3.72% | 6 |
|
|
2023
Q2 | $2.76M | Sell |
47,776
-2,484
| -5% | -$143K | 3.69% | 6 |
|
|
2023
Q1 | $2.94M | Buy |
+50,260
| New | +$2.94M | 3.93% | 6 |
|
|
2022
Q2 | – | Sell |
-6,800
| Closed | -$403K | – | 69 |
|
|
2022
Q1 | $403K | Hold |
6,800
| – | – | 0.53% | 47 |
|
|
2021
Q4 | $414K | Buy |
+6,800
| New | +$414K | 0.53% | 45 |
|