Seven Post Investment Office’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 | – | Sell |
-91,987
| Closed | -$5.4M | – | 40 |
|
|
2025
Q1 | $5.4M | Buy |
91,987
+3,488
| +4% | +$205K | 2.06% | 11 |
|
|
2024
Q4 | $5.15M | Sell |
88,499
-694
| -0.8% | -$40.4K | 1.97% | 11 |
|
|
2024
Q3 | $5.26M | Sell |
89,193
-257
| -0.3% | -$15.2K | 0.8% | 18 |
|
|
2024
Q2 | $5.19M | Buy |
89,450
+5,980
| +7% | +$347K | 0.96% | 17 |
|
|
2024
Q1 | $4.85M | Buy |
83,470
+3,414
| +4% | +$198K | 1.18% | 16 |
|
|
2023
Q4 | $4.67M | Buy |
80,056
+3,380
| +4% | +$197K | 1.18% | 16 |
|
|
2023
Q3 | $4.42M | Buy |
76,676
+8,814
| +13% | +$508K | 1.22% | 17 |
|
|
2023
Q2 | $3.92M | Sell |
67,862
-20,339
| -23% | -$1.17M | 1.19% | 15 |
|
|
2023
Q1 | $5.16M | Sell |
88,201
-1,731
| -2% | -$101K | 1.86% | 11 |
|
|
2022
Q4 | $5.2M | Buy |
+89,932
| New | +$5.2M | 1.83% | 12 |
|