Spectrum Wealth Counsel’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
Q1 | – | Sell |
-24,971
| Closed | -$1.45M | – | 396 |
|
2024
Q4 | $1.45M | Buy |
24,971
+18,176
| +267% | +$1.06M | 0.17% | 70 |
|
2024
Q3 | $401K | Buy |
6,795
+844
| +14% | +$49.8K | 0.05% | 103 |
|
2024
Q2 | $345K | Buy |
+5,951
| New | +$345K | 0.04% | 104 |
|
2024
Q1 | – | Sell |
-5,063
| Closed | -$295K | – | 387 |
|
2023
Q4 | $295K | Buy |
+5,063
| New | +$295K | 0.04% | 118 |
|