Valeo Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $2.11M | Sell |
36,204
-4,397
| -11% | -$256K | 0.04% | 172 |
|
|
2026
Q1 | $2.38M | Sell |
40,601
-548
| -1% | -$32.2K | 0.06% | 139 |
|
|
2025
Q4 | $2.42M | Sell |
41,149
-1,024
| -2% | -$60.2K | 0.05% | 154 |
|
|
2025
Q3 | $2.48M | Sell |
42,173
-2,720
| -6% | -$160K | 0.06% | 143 |
|
|
2025
Q2 | $2.64M | Sell |
44,893
-2,956
| -6% | -$173K | 0.06% | 138 |
|
|
2025
Q1 | $2.81M | Sell |
47,849
-2,027
| -4% | -$118K | 0.08% | 118 |
|
|
2024
Q4 | $2.9M | Sell |
49,876
-112,617
| -69% | -$6.57M | 0.08% | 112 |
|
|
2024
Q3 | $3.73M | Buy |
162,493
+85,045
| +110% | +$4.98M | 0.11% | 94 |
|
|
2024
Q2 | $4.49M | Buy |
77,448
+88
| +0.1% | +$5.08K | 0.14% | 73 |
|
|
2024
Q1 | $4.46M | Buy |
77,360
+4,210
| +6% | +$245K | 0.16% | 66 |
|
|
2023
Q4 | $4.27M | Buy |
73,150
+9,033
| +14% | +$522K | 0.17% | 70 |
|
|
2023
Q3 | $3.69M | Sell |
64,117
-1,287
| -2% | -$74.2K | 0.17% | 74 |
|
|
2023
Q2 | $3.78M | Buy |
65,404
+8,398
| +15% | +$489K | 0.17% | 79 |
|
|
2023
Q1 | $3.34M | Buy |
57,006
+3,634
| +7% | +$211K | 0.16% | 84 |
|
|
2022
Q4 | $3.09M | Sell |
53,372
-183,371
| -77% | -$10.6M | 0.17% | 78 |
|
|
2022
Q3 | $13.7M | Sell |
236,743
-220,179
| -48% | -$12.9M | 0.87% | 16 |
|
|
2022
Q2 | $26.9M | Sell |
456,922
-110,267
| -19% | -$6.5M | 1.69% | 10 |
|
|
2022
Q1 | $33.6M | Buy |
567,189
+52,885
| +10% | +$3.18M | 1.74% | 10 |
|
|
2021
Q4 | $31.3M | Buy |
514,304
+31,263
| +6% | +$1.91M | 1.71% | 10 |
|
|
2021
Q3 | $29.7M | Buy |
483,041
+118,269
| +32% | +$7.27M | 1.74% | 9 |
|
|
2021
Q2 | $22.4M | Buy |
364,772
+194,439
| +114% | +$12M | 1.39% | 13 |
|
|
2021
Q1 | $10.5M | Buy |
170,333
+141,289
| +486% | +$8.7M | 0.49% | 27 |
|
|
2020
Q4 | $1.79M | Sell |
29,044
-5,664
| -16% | -$351K | 0.09% | 112 |
|
|
2020
Q3 | $2.15M | Sell |
34,708
-54,725
| -61% | -$3.4M | 0.19% | 77 |
|
|
2020
Q2 | $5.56M | Sell |
89,433
-32,201
| -26% | -$2M | 0.51% | 30 |
|
|
2020
Q1 | $7.57M | Buy |
121,634
+119,624
| +5,951% | +$7.34M | 0.81% | 16 |
|
|
2019
Q4 | $122K | Buy |
2,010
+2,003
| +28,614% | +$122K | 0.01% | 420 |
|
|
2019
Q3 | $0 | Hold |
7
| – | – | ﹤0.01% | 1687 |
|
|
2019
Q2 | $0 | Sell |
7
-3,310
| -100% | -$200K | ﹤0.01% | 1672 |
|
|
2019
Q1 | $200K | Buy |
+3,317
| New | +$200K | 0.02% | 279 |
|
Other funds holding VGSH
AT
CWM
FWP
FG
BB
AWM
GBT
MPWT
SPIA
AHC