VitalStone Financial’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q3	$14.8M	Sell	147,422 -6,780	-4%	-$683K	10.12%	1
2024 Q2	$15.5M	Sell	154,202 -8,234	-5%	-$829K	11.26%	1
2024 Q1	$16.4M	Sell	162,436 -48,483	-23%	-$4.88M	12.5%	1
2023 Q4	$21.1M	Sell	210,919 -8,681	-4%	-$870K	16.91%	1
2023 Q3	$22.1M	Buy	+219,600	New	+$22.1M	18.63%	1