Trinity 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 | $225K | Buy |
+3,835
| New | +$225K | 0.09% | 57 |
|
|
2024
Q3 | – | Sell |
-3,874
| Closed | -$225K | – | 58 |
|
|
2024
Q2 | $225K | Sell |
3,874
-56
| -1% | -$3.25K | 0.11% | 45 |
|
|
2024
Q1 | $228K | Sell |
3,930
-734
| -16% | -$42.6K | 0.12% | 44 |
|
|
2023
Q4 | $272K | Buy |
4,664
+688
| +17% | +$40.1K | 0.16% | 37 |
|
|
2023
Q3 | $229K | Buy |
3,976
+159
| +4% | +$9.16K | 0.14% | 40 |
|
|
2023
Q2 | $220K | Buy |
+3,817
| New | +$220K | 0.13% | 38 |
|
|
2021
Q1 | – | Sell |
-158,755
| Closed | -$9.78M | – | 27 |
|
|
2020
Q4 | $9.78M | Buy |
+158,755
| New | +$9.78M | 8.89% | 4 |
|