VCM
Vision 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 | – | Sell |
-12,209
| Closed | -$1.23M | – | 147 |
|
|
2025
Q1 | $1.23M | Sell |
12,209
-1,504
| -11% | -$151K | 0.18% | 67 |
|
|
2024
Q4 | $1.38M | Buy |
13,713
+4,656
| +51% | +$467K | 0.2% | 68 |
|
|
2024
Q3 | $912K | Buy |
9,057
+3,984
| +79% | +$401K | 0.13% | 81 |
|
|
2024
Q2 | $511K | Buy |
5,073
+133
| +3% | +$13.4K | 0.08% | 90 |
|
|
2024
Q1 | $498K | Buy |
4,940
+165
| +3% | +$16.6K | 0.07% | 91 |
|
|
2023
Q4 | $479K | Buy |
+4,775
| New | +$479K | 0.07% | 89 |
|