Steward Partners Investment Advisory’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $725K | Buy |
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|
2025
Q1 | $668K | Sell |
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|
2024
Q4 | $726K | Buy |
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|
2024
Q3 | $534K | Sell |
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|
2024
Q2 | $598K | Buy |
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|
2024
Q1 | $516K | Sell |
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|
2023
Q4 | $631K | Buy |
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|
2023
Q3 | $434K | Buy |
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|
2023
Q2 | $409K | Sell |
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|
2023
Q1 | $455K | Buy |
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|
2022
Q4 | $419K | Sell |
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|
2022
Q3 | $424K | Sell |
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|
2022
Q2 | $561K | Sell |
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|
2022
Q1 | $728K | Buy |
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|
2021
Q4 | $726K | Buy |
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|
2021
Q3 | $626K | Buy |
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|
2021
Q2 | $433K | Sell |
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|
2021
Q1 | $703K | Buy |
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|
2020
Q4 | $480K | Buy |
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|
2020
Q3 | $254K | Sell |
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|
2020
Q2 | $334K | Buy |
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|
2020
Q1 | $145K | Buy |
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|
2019
Q4 | $122K | Sell |
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|
2019
Q3 | $124K | Sell |
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|
2019
Q2 | $138K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $2K | Hold |
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|
2018
Q2 | $2K | Sell |
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|
2018
Q1 | $44K | Buy |
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|
2017
Q4 | $1K | Hold |
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|
2017
Q3 | $1K | Sell |
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|
2017
Q2 | $10K | Buy |
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