SteelPeak Wealth’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
2022
Q1
Sell
-4,075
Closed -$248K 452
2021
Q4
$248K Sell
4,075
-6,378
-61% -$388K 0.01% 342
2021
Q3
$642K Sell
10,453
-1,457
-12% -$89.5K 0.04% 217
2021
Q2
$732K Sell
11,910
-3,196
-21% -$196K 0.05% 206
2021
Q1
$929K Sell
15,106
-369
-2% -$22.7K 0.07% 161
2020
Q4
$953K Sell
15,475
-3,191
-17% -$197K 0.09% 162
2020
Q3
$1.16M Buy
18,666
+4,356
+30% +$270K 0.12% 118
2020
Q2
$890K Buy
+14,310
New +$890K 0.11% 131