Valley Wealth Managers’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 | $642K | Sell |
10,928
-6
| -0.1% | -$353 | 0.05% | 146 |
|
|
2025
Q1 | $642K | Sell |
10,934
-32
| -0.3% | -$1.88K | 0.05% | 142 |
|
|
2024
Q4 | $638K | Sell |
10,966
-143
| -1% | -$8.32K | 0.05% | 145 |
|
|
2024
Q3 | $656K | Buy |
11,109
+113
| +1% | +$6.67K | 0.05% | 144 |
|
|
2024
Q2 | $638K | Buy |
10,996
+203
| +2% | +$11.8K | 0.05% | 145 |
|
|
2024
Q1 | $627K | Buy |
10,793
+461
| +4% | +$26.8K | 0.05% | 137 |
|
|
2023
Q4 | $603K | Sell |
10,332
-380
| -4% | -$22.2K | 0.05% | 137 |
|
|
2023
Q3 | $617K | Sell |
10,712
-4,602
| -30% | -$265K | 0.05% | 138 |
|
|
2023
Q2 | $884K | Buy |
15,314
+1,764
| +13% | +$102K | 0.08% | 110 |
|
|
2023
Q1 | $793K | Buy |
13,550
+3,750
| +38% | +$220K | 0.07% | 112 |
|
|
2022
Q4 | $567K | Buy |
+9,800
| New | +$567K | 0.05% | 121 |
|