Tiedemann 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $213K | Hold |
3,693
| – | – | 0.01% | 259 |
|
|
2023
Q2 | $213K | Sell |
3,693
-29,896
| -89% | -$1.73M | 0.01% | 238 |
|
|
2023
Q1 | $1.97M | Hold |
33,589
| – | – | 0.09% | 75 |
|
|
2022
Q4 | $1.94M | Sell |
33,589
-3,826
| -10% | -$221K | 0.09% | 79 |
|
|
2022
Q3 | $2.16M | Buy |
37,415
+3,826
| +11% | +$221K | 0.13% | 72 |
|
|
2022
Q2 | $1.98M | Sell |
33,589
-79,496
| -70% | -$4.68M | 0.15% | 71 |
|
|
2022
Q1 | $6.7M | Hold |
113,085
| – | – | 0.34% | 41 |
|
|
2021
Q4 | $6.88M | Sell |
113,085
-6,537
| -5% | -$398K | 0.34% | 41 |
|
|
2021
Q3 | $7.35M | Sell |
119,622
-2,806
| -2% | -$172K | 0.39% | 36 |
|
|
2021
Q2 | $7.52M | Buy |
122,428
+603
| +0.5% | +$37K | 0.3% | 40 |
|
|
2021
Q1 | $7.49M | Sell |
121,825
-567
| -0.5% | -$34.9K | 0.33% | 38 |
|
|
2020
Q4 | $7.54M | Hold |
122,392
| – | – | 0.36% | 35 |
|
|
2020
Q3 | $7.6M | Sell |
122,392
-549
| -0.4% | -$34.1K | 0.37% | 43 |
|
|
2020
Q2 | $7.65M | Buy |
122,941
+12,405
| +11% | +$772K | 0.41% | 40 |
|
|
2020
Q1 | $6.89M | Sell |
110,536
-60,292
| -35% | -$3.76M | 0.45% | 40 |
|
|
2019
Q4 | $10.4M | Sell |
170,828
-25,556
| -13% | -$1.55M | 0.5% | 43 |
|
|
2019
Q3 | $12M | Sell |
196,384
-1,505,235
| -88% | -$91.7M | 0.57% | 38 |
|
|
2019
Q2 | $104M | Buy |
1,701,619
+1,511,349
| +794% | +$92.1M | 5.19% | 4 |
|
|
2019
Q1 | $11.5M | Buy |
190,270
+163,533
| +612% | +$9.88M | 0.54% | 43 |
|
|
2018
Q4 | $1.61M | Buy |
+26,737
| New | +$1.61M | 0.08% | 155 |
|