VDFA
Vickerman & Driscoll Financial Advisors’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2019
Q1 | – | Sell |
-195,597
| Closed | -$11.8M | – | 72 |
|
2018
Q4 | $11.8M | Buy |
195,597
+14,834
| +8% | +$892K | 9.14% | 1 |
|
2018
Q3 | $10.8M | Buy |
180,763
+10,380
| +6% | +$620K | 7.53% | 1 |
|
2018
Q2 | $10.2M | Buy |
170,383
+53,035
| +45% | +$3.18M | 7.45% | 2 |
|
2018
Q1 | $7.05M | Buy |
+117,348
| New | +$7.05M | 5.2% | 3 |
|