SFMG Wealth 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
Q2 | $352K | Hold |
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|
2025
Q1 | $351K | Hold |
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|
2024
Q4 | $348K | Sell |
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|
2024
Q3 | $379K | Sell |
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|
2024
Q2 | $416K | Hold |
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|
2024
Q1 | $416K | Sell |
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|
2023
Q4 | $458K | Hold |
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|
2023
Q3 | $453K | Hold |
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|
2023
Q2 | $454K | Sell |
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|
2023
Q1 | $469K | Sell |
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|
2022
Q4 | $559K | Buy |
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|
2022
Q3 | $553K | Hold |
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|
2022
Q2 | $564K | Hold |
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|
2022
Q1 | $568K | Sell |
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|
2021
Q4 | $618K | Hold |
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|
2021
Q3 | $624K | Sell |
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|
2021
Q2 | $773K | Sell |
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|
2021
Q1 | $778K | Sell |
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|
2020
Q4 | $1.29M | Sell |
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|
2020
Q3 | $2.29M | Sell |
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|
2020
Q2 | $4.16M | Sell |
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|
2020
Q1 | $18.7M | Buy |
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