Tobias Financial 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 | $221K | Buy |
+3,758
| New | +$221K | 0.04% | 116 |
|
2024
Q2 | – | Sell |
-3,778
| Closed | -$219K | – | 108 |
|
2024
Q1 | $219K | Hold |
3,778
| – | – | 0.05% | 92 |
|
2023
Q4 | $220K | Hold |
3,778
| – | – | 0.05% | 87 |
|
2023
Q3 | $218K | Hold |
3,778
| – | – | 0.06% | 83 |
|
2023
Q2 | $218K | Sell |
3,778
-188
| -5% | -$10.9K | 0.06% | 87 |
|
2023
Q1 | $232K | Buy |
+3,966
| New | +$232K | 0.07% | 76 |
|