Walkner Condon Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-4,684
| Closed | -$270K | – | 277 |
|
|
2023
Q3 | $270K | Sell |
4,684
-200
| -4% | -$11.5K | 0.07% | 209 |
|
|
2023
Q2 | $282K | Buy |
4,884
+607
| +14% | +$35K | 0.07% | 194 |
|
|
2023
Q1 | $250K | Buy |
4,277
+418
| +11% | +$24.5K | 0.07% | 200 |
|
|
2022
Q4 | $223K | Sell |
3,859
-10,000
| -72% | -$578K | 0.07% | 210 |
|
|
2022
Q3 | $801K | Sell |
13,859
-2,200
| -14% | -$127K | 0.26% | 82 |
|
|
2022
Q2 | $945K | Buy |
16,059
+2,382
| +17% | +$140K | 0.3% | 75 |
|
|
2022
Q1 | $810K | Buy |
+13,677
| New | +$810K | 0.23% | 89 |
|