True Wealth Design’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
Q3 | – | Sell |
-2,266
| Closed | -$131K | – | 1318 |
|
|
2024
Q2 | $131K | Sell |
2,266
-923
| -29% | -$53.5K | 0.03% | 128 |
|
|
2024
Q1 | $185K | Buy |
+3,189
| New | +$185K | 0.05% | 120 |
|
|
2023
Q2 | – | Sell |
-2,650
| Closed | -$155K | – | 869 |
|
|
2023
Q1 | $155K | Sell |
2,650
-1,700
| -39% | -$99.5K | 0.07% | 121 |
|
|
2022
Q4 | $252K | Buy |
+4,350
| New | +$252K | 0.12% | 107 |
|