SIM
Studio Investment Management’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.9M | Buy |
202,076
+14,574
| +8% | +$857K | 2.38% | 8 |
|
|
2025
Q1 | $11M | Buy |
187,502
+3,156
| +2% | +$185K | 2.27% | 8 |
|
|
2024
Q4 | $10.7M | Buy |
184,346
+62,596
| +51% | +$3.64M | 2.28% | 8 |
|
|
2024
Q3 | $7.19M | Buy |
121,750
+8,808
| +8% | +$520K | 1.51% | 15 |
|
|
2024
Q2 | $6.55M | Buy |
112,942
+9,148
| +9% | +$530K | 1.49% | 17 |
|
|
2024
Q1 | $6.03M | Buy |
103,794
+1,513
| +1% | +$87.9K | 1.43% | 16 |
|
|
2023
Q4 | $5.97M | Sell |
102,281
-565
| -0.5% | -$33K | 1.52% | 14 |
|
|
2023
Q3 | $5.92M | Buy |
102,846
+1,485
| +1% | +$85.5K | 1.65% | 13 |
|
|
2023
Q2 | $5.85M | Buy |
101,361
+4,064
| +4% | +$235K | 1.64% | 16 |
|
|
2023
Q1 | $5.7M | Buy |
97,297
+990
| +1% | +$58K | 1.72% | 16 |
|
|
2022
Q4 | $5.57M | Buy |
96,307
+55,202
| +134% | +$3.19M | 1.81% | 16 |
|
|
2022
Q3 | $2.38M | Buy |
41,105
+3,385
| +9% | +$196K | 0.86% | 33 |
|
|
2022
Q2 | $2.22M | Sell |
37,720
-5,072
| -12% | -$299K | 0.77% | 41 |
|
|
2022
Q1 | $2.54M | Buy |
42,792
+7,882
| +23% | +$467K | 0.84% | 39 |
|
|
2021
Q4 | $2.12M | Buy |
34,910
+30,800
| +749% | +$1.87M | 0.76% | 48 |
|
|
2021
Q3 | $252K | Buy |
+4,110
| New | +$252K | 0.11% | 93 |
|