Total Clarity 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-17,079
| Closed | -$996K | – | 290 |
|
|
2023
Q4 | $996K | Buy |
+17,079
| New | +$996K | 0.41% | 76 |
|
|
2023
Q3 | – | Sell |
-29,304
| Closed | -$1.69M | – | 238 |
|
|
2023
Q2 | $1.69M | Sell |
29,304
-22,409
| -43% | -$1.29M | 0.84% | 27 |
|
|
2023
Q1 | $3.03M | Buy |
+51,713
| New | +$3.03M | 1.64% | 9 |
|
|
2022
Q4 | – | Sell |
-3,618
| Closed | -$209K | – | 270 |
|
|
2022
Q3 | $209K | Buy |
3,618
+3
| +0.1% | +$173 | 0.13% | 213 |
|
|
2022
Q2 | $213K | Buy |
+3,615
| New | +$213K | 0.11% | 191 |
|
|
2022
Q1 | – | Sell |
-4,205
| Closed | -$256K | – | 889 |
|
|
2021
Q4 | $256K | Hold |
4,205
| – | – | 0.12% | 182 |
|
|
2021
Q3 | $258K | Hold |
4,205
| – | – | 0.12% | 189 |
|
|
2021
Q2 | $258K | Sell |
4,205
-4
| -0.1% | -$245 | 0.14% | 179 |
|
|
2021
Q1 | $259K | Buy |
4,209
+4
| +0.1% | +$246 | 0.15% | 144 |
|
|
2020
Q4 | $259K | Sell |
4,205
-1,086
| -21% | -$66.9K | 0.18% | 129 |
|
|
2020
Q3 | $329K | Sell |
5,291
-1,550
| -23% | -$96.4K | 0.29% | 89 |
|
|
2020
Q2 | $426K | Sell |
6,841
-1,800
| -21% | -$112K | 0.39% | 68 |
|
|
2020
Q1 | $539K | Buy |
8,641
+1,313
| +18% | +$81.9K | 0.83% | 36 |
|
|
2019
Q4 | $446K | Buy |
+7,328
| New | +$446K | 0.33% | 67 |
|