Smith Shellnut Wilson’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-45,000
| Closed | -$2.6M | – | 130 |
|
|
2023
Q2 | $2.6M | Hold |
45,000
| – | – | 1.47% | 20 |
|
|
2023
Q1 | $2.63M | Hold |
45,000
| – | – | 1.6% | 19 |
|
|
2022
Q4 | $2.6M | Buy |
+45,000
| New | +$2.6M | 1.61% | 19 |
|
|
2022
Q3 | – | Sell |
-45,000
| Closed | -$2.65M | – | 18 |
|
|
2022
Q2 | $2.65M | Hold |
45,000
| – | – | 1.64% | 18 |
|
|
2022
Q1 | $2.67M | Buy |
+45,000
| New | +$2.67M | 1.4% | 20 |
|