Tolleson Wealth Management’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 | $950K | Hold |
16,164
| – | – | 0.16% | 44 |
|
|
2025
Q1 | $949K | Hold |
16,164
| – | – | 0.18% | 45 |
|
|
2024
Q4 | $940K | Hold |
16,164
| – | – | 0.19% | 47 |
|
|
2024
Q3 | $954K | Hold |
16,164
| – | – | 0.18% | 39 |
|
|
2024
Q2 | $937K | Hold |
16,164
| – | – | 0.18% | 44 |
|
|
2024
Q1 | $939K | Hold |
16,164
| – | – | 0.18% | 44 |
|
|
2023
Q4 | $943K | Hold |
16,164
| – | – | 0.19% | 46 |
|
|
2023
Q3 | $931K | Hold |
16,164
| – | – | 0.22% | 45 |
|
|
2023
Q2 | $933K | Hold |
16,164
| – | – | 0.23% | 47 |
|
|
2023
Q1 | $946K | Hold |
16,164
| – | – | 0.24% | 44 |
|
|
2022
Q4 | $935K | Hold |
16,164
| – | – | 0.25% | 45 |
|
|
2022
Q3 | $934K | Hold |
16,164
| – | – | 0.28% | 40 |
|
|
2022
Q2 | $951K | Hold |
16,164
| – | – | 0.27% | 40 |
|
|
2022
Q1 | $958K | Hold |
16,164
| – | – | 0.28% | 41 |
|
|
2021
Q4 | $983K | Hold |
16,164
| – | – | 0.26% | 44 |
|
|
2021
Q3 | $993K | Hold |
16,164
| – | – | 0.28% | 41 |
|
|
2021
Q2 | $993K | Hold |
16,164
| – | – | 0.27% | 43 |
|
|
2021
Q1 | $994K | Buy |
+16,164
| New | +$994K | 0.3% | 36 |
|