SFMG Wealth 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 | $352K | Hold |
5,987
| – | – | 0.03% | 191 |
|
|
2025
Q1 | $351K | Hold |
5,987
| – | – | 0.03% | 179 |
|
|
2024
Q4 | $348K | Sell |
5,987
-430
| -7% | -$25K | 0.03% | 182 |
|
|
2024
Q3 | $379K | Sell |
6,417
-755
| -11% | -$44.6K | 0.03% | 176 |
|
|
2024
Q2 | $416K | Hold |
7,172
| – | – | 0.04% | 161 |
|
|
2024
Q1 | $416K | Sell |
7,172
-687
| -9% | -$39.9K | 0.04% | 162 |
|
|
2023
Q4 | $458K | Hold |
7,859
| – | – | 0.04% | 147 |
|
|
2023
Q3 | $453K | Hold |
7,859
| – | – | 0.05% | 136 |
|
|
2023
Q2 | $454K | Sell |
7,859
-160
| -2% | -$9.24K | 0.05% | 137 |
|
|
2023
Q1 | $469K | Sell |
8,019
-1,644
| -17% | -$96.2K | 0.05% | 134 |
|
|
2022
Q4 | $559K | Buy |
9,663
+83
| +0.9% | +$4.8K | 0.06% | 125 |
|
|
2022
Q3 | $553K | Hold |
9,580
| – | – | 0.06% | 117 |
|
|
2022
Q2 | $564K | Hold |
9,580
| – | – | 0.07% | 119 |
|
|
2022
Q1 | $568K | Sell |
9,580
-579
| -6% | -$34.3K | 0.06% | 130 |
|
|
2021
Q4 | $618K | Hold |
10,159
| – | – | 0.06% | 132 |
|
|
2021
Q3 | $624K | Sell |
10,159
-2,429
| -19% | -$149K | 0.07% | 118 |
|
|
2021
Q2 | $773K | Sell |
12,588
-64
| -0.5% | -$3.93K | 0.09% | 106 |
|
|
2021
Q1 | $778K | Sell |
12,652
-8,294
| -40% | -$510K | 0.09% | 105 |
|
|
2020
Q4 | $1.29M | Sell |
20,946
-15,881
| -43% | -$978K | 0.16% | 66 |
|
|
2020
Q3 | $2.29M | Sell |
36,827
-30,042
| -45% | -$1.87M | 0.32% | 39 |
|
|
2020
Q2 | $4.16M | Sell |
66,869
-232,375
| -78% | -$14.5M | 0.59% | 23 |
|
|
2020
Q1 | $18.7M | Buy |
+299,244
| New | +$18.7M | 2.8% | 9 |
|