Sequoia Financial 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 | $17.9M | Sell |
304,709
-8,139
| -3% | -$478K | 0.12% | 129 |
|
|
2025
Q1 | $18.4M | Buy |
312,848
+291,067
| +1,336% | +$17.1M | 0.14% | 127 |
|
|
2024
Q4 | $1.27M | Buy |
+21,781
| New | +$1.27M | 0.01% | 512 |
|
|
2023
Q1 | – | Sell |
-11,198
| Closed | -$647K | – | 869 |
|
|
2022
Q4 | $647K | Buy |
11,198
+6,734
| +151% | +$389K | 0.02% | 376 |
|
|
2022
Q3 | $258K | Sell |
4,464
-690
| -13% | -$39.9K | 0.01% | 433 |
|
|
2022
Q2 | $303K | Sell |
5,154
-729
| -12% | -$42.9K | 0.01% | 437 |
|
|
2022
Q1 | $349K | Hold |
5,883
| – | – | 0.01% | 448 |
|
|
2021
Q4 | $358K | Buy |
+5,883
| New | +$358K | 0.01% | 400 |
|
|
2021
Q3 | – | Sell |
-7,393
| Closed | -$454K | – | 448 |
|
|
2021
Q2 | $454K | Sell |
7,393
-617
| -8% | -$37.9K | 0.02% | 294 |
|
|
2021
Q1 | $493K | Sell |
8,010
-825
| -9% | -$50.8K | 0.02% | 259 |
|
|
2020
Q4 | $544K | Sell |
8,835
-124
| -1% | -$7.64K | 0.02% | 237 |
|
|
2020
Q3 | $556K | Buy |
8,959
+1,493
| +20% | +$92.7K | 0.03% | 213 |
|
|
2020
Q2 | $464K | Sell |
7,466
-5,017
| -40% | -$312K | 0.03% | 226 |
|
|
2020
Q1 | $778K | Sell |
12,483
-3,781
| -23% | -$236K | 0.06% | 143 |
|
|
2019
Q4 | $989K | Buy |
16,264
+8,599
| +112% | +$523K | 0.06% | 141 |
|
|
2019
Q3 | $467K | Buy |
7,665
+4,006
| +109% | +$244K | 0.03% | 203 |
|
|
2019
Q2 | $223K | Sell |
3,659
-104
| -3% | -$6.34K | 0.02% | 332 |
|
|
2019
Q1 | $227K | Buy |
3,763
+242
| +7% | +$14.6K | 0.02% | 323 |
|
|
2018
Q4 | $212K | Hold |
3,521
| – | – | 0.02% | 265 |
|
|
2018
Q3 | $210K | Buy |
+3,521
| New | +$210K | 0.02% | 295 |
|
|
2018
Q2 | – | Sell |
-10,986
| Closed | -$660K | – | 327 |
|
|
2018
Q1 | $660K | Buy |
10,986
+462
| +4% | +$27.8K | 0.07% | 137 |
|
|
2017
Q4 | $634K | Buy |
10,524
+1,517
| +17% | +$91.4K | 0.07% | 141 |
|
|
2017
Q3 | $547K | Sell |
9,007
-7,941
| -47% | -$482K | 0.06% | 143 |
|
|
2017
Q2 | $1.03M | Buy |
16,948
+11,415
| +206% | +$694K | 0.13% | 104 |
|
|
2017
Q1 | $336K | Sell |
5,533
-23,057
| -81% | -$1.4M | 0.04% | 180 |
|
|
2016
Q4 | $1.74M | Hold |
28,590
| – | – | 0.25% | 70 |
|
|
2016
Q3 | $1.75M | Buy |
+28,590
| New | +$1.75M | 0.33% | 54 |
|