Sequoia Financial Advisors’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $18.2M | Buy |
|
|||||
|
2025
Q2 | $17.9M | Sell |
|
|||||
|
2025
Q1 | $18.4M | Buy |
|
|||||
|
2024
Q4 | $1.27M | Buy |
|
|||||
|
2023
Q1 | – | Sell |
|
|||||
|
2022
Q4 | $647K | Buy |
|
|||||
|
2022
Q3 | $258K | Sell |
|
|||||
|
2022
Q2 | $303K | Sell |
|
|||||
|
2022
Q1 | $349K | Hold |
|
|||||
|
2021
Q4 | $358K | Buy |
|
|||||
|
2021
Q3 | – | Sell |
|
|||||
|
2021
Q2 | $454K | Sell |
|
|||||
|
2021
Q1 | $493K | Sell |
|
|||||
|
2020
Q4 | $544K | Sell |
|
|||||
|
2020
Q3 | $556K | Buy |
|
|||||
|
2020
Q2 | $464K | Sell |
|
|||||
|
2020
Q1 | $778K | Sell |
|
|||||
|
2019
Q4 | $989K | Buy |
|
|||||
|
2019
Q3 | $467K | Buy |
|
|||||
|
2019
Q2 | $223K | Sell |
|
|||||
|
2019
Q1 | $227K | Buy |
|
|||||
|
2018
Q4 | $212K | Hold |
|
|||||
|
2018
Q3 | $210K | Buy |
|
|||||
|
2018
Q2 | – | Sell |
|
|||||
|
2018
Q1 | $660K | Buy |
|
|||||
|
2017
Q4 | $634K | Buy |
|
|||||
|
2017
Q3 | $547K | Sell |
|
|||||
|
2017
Q2 | $1.03M | Buy |
|
|||||
|
2017
Q1 | $336K | Sell |
|
|||||
|
2016
Q4 | $1.74M | Hold |
|
|||||
|
2016
Q3 | $1.75M | Buy |
|