Sullivan, Bruyette, Speros & Blaney’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-5,549
| Closed | -$345K | – | 405 |
|
|
2020
Q3 | $345K | Hold |
5,549
| – | – | 0.02% | 185 |
|
|
2020
Q2 | $345K | Buy |
5,549
+38
| +0.7% | +$2.36K | 0.02% | 171 |
|
|
2020
Q1 | $344K | Hold |
5,511
| – | – | 0.02% | 152 |
|
|
2019
Q4 | $335K | Buy |
5,511
+3,621
| +192% | +$220K | 0.02% | 179 |
|
|
2019
Q3 | $115K | Buy |
+1,890
| New | +$115K | 0.01% | 310 |
|