Triad Investment 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
$4.35M Sell
74,838
-49
-0.1% -$2.85K 5.27% 4
2023
Q4
$4.37M Buy
74,887
+40,974
+121% +$2.39M 5.73% 3
2023
Q3
$1.95M Buy
+33,913
New +$1.95M 2.85% 18