Spectrum Planning & Advisory Services’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 | $804K | Buy |
+13,677
| New | +$804K | 0.52% | 39 |
|
|
2022
Q4 | – | Sell |
-8,956
| Closed | -$518K | – | 54 |
|
|
2022
Q3 | $518K | Sell |
8,956
-134,494
| -94% | -$7.78M | 0.52% | 34 |
|
|
2022
Q2 | $8.44M | Buy |
143,450
+1,744
| +1% | +$103K | 8.8% | 3 |
|
|
2022
Q1 | $8.4M | Buy |
141,706
+6,320
| +5% | +$375K | 7.68% | 3 |
|
|
2021
Q4 | $8.24M | Buy |
135,386
+11,694
| +9% | +$711K | 7.49% | 3 |
|
|
2021
Q3 | $7.6M | Sell |
123,692
-5,994
| -5% | -$368K | 7.44% | 3 |
|
|
2021
Q2 | $7.97M | Buy |
129,686
+902
| +0.7% | +$55.4K | 7.66% | 3 |
|
|
2021
Q1 | $7.92M | Sell |
128,784
-15,985
| -11% | -$983K | 8.14% | 3 |
|
|
2020
Q4 | $8.92M | Buy |
+144,769
| New | +$8.92M | 9.59% | 2 |
|