WBH Advisory’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $19.4M | Sell |
330,248
-28,948
| -8% | -$1.7M | 1.65% | 15 |
|
|
2025
Q1 | $21.1M | Sell |
359,196
-37,790
| -10% | -$2.22M | 1.97% | 9 |
|
|
2024
Q4 | $23.1M | Sell |
396,986
-25,904
| -6% | -$1.51M | 2.14% | 8 |
|
|
2024
Q3 | $25M | Sell |
422,890
-16,208
| -4% | -$957K | 2.36% | 6 |
|
|
2024
Q2 | $25.5M | Buy |
439,098
+126,158
| +40% | +$7.32M | 2.58% | 6 |
|
|
2024
Q1 | $18.2M | Sell |
312,940
-42,744
| -12% | -$2.48M | 1.87% | 13 |
|
|
2023
Q4 | $20.7M | Buy |
355,684
+107,676
| +43% | +$6.28M | 2.31% | 6 |
|
|
2023
Q3 | $14.3M | Buy |
248,008
+48,845
| +25% | +$2.81M | 1.75% | 12 |
|
|
2023
Q2 | $11.5M | Sell |
199,163
-6,645
| -3% | -$384K | 1.36% | 17 |
|
|
2023
Q1 | $12M | Buy |
+205,808
| New | +$12M | 1.5% | 14 |
|
|
2022
Q3 | $10.8M | Buy |
186,684
+88,625
| +90% | +$5.12M | 1.56% | 15 |
|
|
2022
Q2 | $5.76M | Sell |
98,059
-48,141
| -33% | -$2.83M | 0.77% | 40 |
|
|
2022
Q1 | $8.63M | Buy |
146,200
+104,525
| +251% | +$6.17M | 1.06% | 27 |
|
|
2021
Q4 | $2.54M | Buy |
41,675
+16,739
| +67% | +$1.02M | 0.29% | 78 |
|
|
2021
Q3 | $1.53M | Buy |
24,936
+4,003
| +19% | +$246K | 0.21% | 110 |
|
|
2021
Q2 | $1.29M | Buy |
20,933
+5,729
| +38% | +$353K | 0.19% | 101 |
|
|
2021
Q1 | $935K | Buy |
15,204
+1,381
| +10% | +$84.9K | 0.15% | 121 |
|
|
2020
Q4 | $852K | Sell |
13,823
-43,161
| -76% | -$2.66M | 0.15% | 124 |
|
|
2020
Q3 | $3.54M | Buy |
+56,984
| New | +$3.54M | 0.71% | 37 |
|