UBP Investment Advisors’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
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|
2022
Q2 | $200K | Sell |
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|
2022
Q1 | $210K | Hold |
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|
2021
Q4 | $220K | Hold |
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|
2021
Q3 | $220K | Buy |
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|
2021
Q2 | $210K | Hold |
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|
2021
Q1 | $210K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $906K | Sell |
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|
2019
Q3 | $908K | Hold |
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|
2019
Q2 | $907K | Hold |
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|
2019
Q1 | $900K | Buy |
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|
2018
Q4 | $895K | Sell |
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|
2018
Q3 | $890K | Hold |
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|
2018
Q2 | $886K | Hold |
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|
2018
Q1 | $894K | Hold |
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|
2017
Q4 | $898K | Buy |
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