SWM
Sanctuary Wealth Management’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-2
| Closed | -$118 | – | 302 |
|
|
2024
Q3 | $118 | Buy |
+2
| New | +$118 | ﹤0.01% | 269 |
|
|
2022
Q1 | – | Sell |
-143,020
| Closed | -$8.7M | – | 42 |
|
|
2021
Q4 | $8.7M | Sell |
143,020
-138,127
| -49% | -$8.4M | 9.26% | 4 |
|
|
2021
Q3 | $17.3M | Buy |
+281,147
| New | +$17.3M | 19.22% | 3 |
|
|
2021
Q2 | – | Sell |
-212,657
| Closed | -$13.1M | – | 42 |
|
|
2021
Q1 | $13.1M | Buy |
+212,657
| New | +$13.1M | 16.82% | 2 |
|