Strata Wealth Advisors’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 | $55.5M | Buy |
944,899
+8,870
| +0.9% | +$521K | 15.3% | 2 |
|
|
2025
Q1 | $54.9M | Buy |
936,029
+47,982
| +5% | +$2.82M | 17.08% | 1 |
|
|
2024
Q4 | $51.7M | Buy |
888,047
+29,511
| +3% | +$1.72M | 16.22% | 2 |
|
|
2024
Q3 | $50.7M | Buy |
858,536
+39,568
| +5% | +$2.34M | 16.29% | 3 |
|
|
2024
Q2 | $47.5M | Sell |
818,968
-20,791
| -2% | -$1.21M | 16.36% | 3 |
|
|
2024
Q1 | $48.8M | Buy |
839,759
+76,396
| +10% | +$4.44M | 17.15% | 1 |
|
|
2023
Q4 | $44.5M | Buy |
763,363
+308,537
| +68% | +$18M | 17.54% | 1 |
|
|
2023
Q3 | $26.2M | Buy |
+454,826
| New | +$26.2M | 12.61% | 5 |
|
|
2023
Q1 | $21.5M | Sell |
367,151
-12,573
| -3% | -$736K | 11.1% | 5 |
|
|
2022
Q4 | $22M | Buy |
+379,724
| New | +$22M | 12.18% | 5 |
|