TrueWealth Advisors’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 | $2.68M | Sell |
45,517
-3,798
| -8% | -$223K | 0.79% | 26 |
|
|
2025
Q1 | $2.89M | Buy |
49,315
+11,617
| +31% | +$682K | 0.95% | 22 |
|
|
2024
Q4 | $2.19M | Buy |
37,698
+621
| +2% | +$36.1K | 0.73% | 29 |
|
|
2024
Q3 | $2.19M | Sell |
37,077
-5,631
| -13% | -$332K | 0.73% | 30 |
|
|
2024
Q2 | $2.48M | Buy |
42,708
+3,075
| +8% | +$178K | 0.92% | 25 |
|
|
2024
Q1 | $2.3M | Sell |
39,633
-4,486
| -10% | -$261K | 0.89% | 25 |
|
|
2023
Q4 | $2.57M | Sell |
44,119
-2,163
| -5% | -$126K | 1% | 22 |
|
|
2023
Q3 | $2.67M | Buy |
46,282
+460
| +1% | +$26.5K | 1.12% | 19 |
|
|
2023
Q2 | $2.65M | Buy |
45,822
+16,630
| +57% | +$960K | 1.09% | 23 |
|
|
2023
Q1 | $1.71M | Buy |
29,192
+7,546
| +35% | +$442K | 0.72% | 33 |
|
|
2022
Q4 | $1.25M | Buy |
21,646
+3,950
| +22% | +$228K | 0.55% | 38 |
|
|
2022
Q3 | $1.02M | Buy |
17,696
+14,051
| +385% | +$812K | 0.48% | 40 |
|
|
2022
Q2 | $215K | Buy |
+3,645
| New | +$215K | 0.1% | 155 |
|