Visionary 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 | |
---|---|---|---|---|---|---|---|---|
2022
Q1 | – | Sell |
-61,051
| Closed | -$3.71M | – | 459 |
|
2021
Q4 | $3.71M | Buy |
61,051
+85
| +0.1% | +$5.17K | 0.3% | 83 |
|
2021
Q3 | $3.74M | Sell |
60,966
-1,144
| -2% | -$70.3K | 0.39% | 70 |
|
2021
Q2 | $3.82M | Sell |
62,110
-22,736
| -27% | -$1.4M | 0.38% | 65 |
|
2021
Q1 | $5.22M | Sell |
84,846
-4,811
| -5% | -$296K | 0.55% | 45 |
|
2020
Q4 | $5.52M | Buy |
89,657
+838
| +0.9% | +$51.6K | 0.62% | 44 |
|
2020
Q3 | $5.52M | Sell |
88,819
-11,090
| -11% | -$689K | 0.78% | 36 |
|
2020
Q2 | $6.22M | Sell |
99,909
-45,639
| -31% | -$2.84M | 0.95% | 29 |
|
2020
Q1 | $9.07M | Buy |
+145,548
| New | +$9.07M | 1.71% | 14 |
|