Vivid Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.5M | Sell |
104,410
-50
| -0% | -$5.04K | 4.62% | 5 |
|
|
2025
Q1 | $10.5M | Buy |
104,460
+4,734
| +5% | +$477K | 5.26% | 4 |
|
|
2024
Q4 | $10M | Buy |
99,726
+8,649
| +9% | +$868K | 5.06% | 3 |
|
|
2024
Q3 | $9.17M | Buy |
91,077
+8,405
| +10% | +$847K | 4.79% | 4 |
|
|
2024
Q2 | $8.33M | Buy |
82,672
+5,627
| +7% | +$567K | 4.66% | 4 |
|
|
2024
Q1 | $7.76M | Buy |
77,045
+1,295
| +2% | +$130K | 4.85% | 4 |
|
|
2023
Q4 | $7.6M | Buy |
+75,750
| New | +$7.6M | 5.16% | 4 |
|