Waverly Advisors’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $816K | Buy |
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|
2025
Q1 | $812K | Buy |
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|
2024
Q4 | $687K | Sell |
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|
2024
Q3 | $1.15M | Sell |
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|
2024
Q2 | $1.43M | Buy |
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|
2024
Q1 | $1.33M | Buy |
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|
2023
Q4 | $1.23M | Sell |
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|
2023
Q3 | $7.09M | Sell |
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|
2023
Q2 | $7.14M | Sell |
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|
2023
Q1 | $7.72M | Sell |
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|
2022
Q4 | $8.55M | Sell |
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|
2022
Q3 | $9.08M | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $215K | Hold |
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|
2020
Q1 | $216K | Buy |
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