VERITY Wealth 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 | $1.64M | Buy |
27,967
+2,740
| +11% | +$161K | 1.1% | 13 |
|
|
2025
Q1 | $1.48M | Buy |
25,227
+4,118
| +20% | +$242K | 1.1% | 13 |
|
|
2024
Q4 | $1.23M | Buy |
21,109
+800
| +4% | +$46.5K | 0.89% | 18 |
|
|
2024
Q3 | $1.2M | Buy |
20,309
+1,243
| +7% | +$73.4K | 0.84% | 22 |
|
|
2024
Q2 | $1.11M | Sell |
19,066
-242
| -1% | -$14K | 0.83% | 22 |
|
|
2024
Q1 | $1.12M | Buy |
19,308
+5,238
| +37% | +$304K | 0.86% | 20 |
|
|
2023
Q4 | $821K | Sell |
14,070
-796
| -5% | -$46.4K | 0.71% | 29 |
|
|
2023
Q3 | $856K | Buy |
14,866
+58
| +0.4% | +$3.34K | 0.81% | 25 |
|
|
2023
Q2 | $855K | Buy |
14,808
+1,727
| +13% | +$99.7K | 0.77% | 25 |
|
|
2023
Q1 | $766K | Buy |
13,081
+1,723
| +15% | +$101K | 0.71% | 28 |
|
|
2022
Q4 | $657K | Sell |
11,358
-198
| -2% | -$11.4K | 0.64% | 30 |
|
|
2022
Q3 | $668K | Buy |
11,556
+5,673
| +96% | +$328K | 0.69% | 29 |
|
|
2022
Q2 | $346K | Sell |
5,883
-73
| -1% | -$4.29K | 0.34% | 49 |
|
|
2022
Q1 | $353K | Buy |
5,956
+515
| +9% | +$30.5K | 0.31% | 46 |
|
|
2021
Q4 | $331K | Buy |
5,441
+426
| +8% | +$25.9K | 0.27% | 52 |
|
|
2021
Q3 | $308K | Hold |
5,015
| – | – | 0.28% | 50 |
|
|
2021
Q2 | $308K | Buy |
5,015
+475
| +10% | +$29.2K | 0.28% | 46 |
|
|
2021
Q1 | $279K | Buy |
4,540
+4
| +0.1% | +$246 | 0.25% | 48 |
|
|
2020
Q4 | $279K | Buy |
4,536
+38
| +0.8% | +$2.34K | 0.25% | 49 |
|
|
2020
Q3 | $279K | Buy |
+4,498
| New | +$279K | 0.28% | 42 |
|