VCM
Virtue Capital Management’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $257K | Sell |
2,551
-318
| -11% | -$32K | 0.05% | 221 |
|
2025
Q1 | $289K | Sell |
2,869
-69,684
| -96% | -$7.02M | 0.03% | 366 |
|
2024
Q4 | $7.28M | Buy |
72,553
+70,002
| +2,744% | +$7.02M | 1.47% | 17 |
|
2024
Q3 | $257K | Sell |
2,551
-9
| -0.4% | -$906 | 0.05% | 221 |
|
2024
Q2 | $258K | Sell |
2,560
-1,206
| -32% | -$121K | 0.04% | 310 |
|
2024
Q1 | $378K | Hold |
3,766
| – | – | 0.07% | 255 |
|
2023
Q4 | $378K | Sell |
3,766
-8,966
| -70% | -$900K | 0.08% | 243 |
|
2023
Q3 | $1.28M | Hold |
12,732
| – | – | 0.22% | 84 |
|
2023
Q2 | $1.28M | Sell |
12,732
-3,259
| -20% | -$327K | 0.22% | 84 |
|
2023
Q1 | $1.61M | Sell |
15,991
-155,095
| -91% | -$15.6M | 0.26% | 59 |
|
2022
Q4 | $17.1M | Buy |
+171,086
| New | +$17.1M | 2.62% | 8 |
|