Wealth Advisors of Iowa’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-19,698
| Closed | -$1.16M | – | 70 |
|
|
2022
Q2 | $1.16M | Buy |
+19,698
| New | +$1.16M | 0.2% | 38 |
|
|
2022
Q1 | – | Sell |
-270,096
| Closed | -$16.4M | – | 71 |
|
|
2021
Q4 | $16.4M | Sell |
270,096
-33,299
| -11% | -$2.03M | 8.99% | 3 |
|
|
2021
Q3 | $18.6M | Buy |
303,395
+166,092
| +121% | +$10.2M | 10.13% | 3 |
|
|
2021
Q2 | $8.43M | Sell |
137,303
-70,736
| -34% | -$4.35M | 4.4% | 9 |
|
|
2021
Q1 | $12.8M | Sell |
208,039
-270,337
| -57% | -$16.6M | 7.13% | 6 |
|
|
2020
Q4 | $29.5M | Sell |
478,376
-201,673
| -30% | -$12.4M | 18.25% | 1 |
|
|
2020
Q3 | $42.2M | Buy |
680,049
+188,291
| +38% | +$11.7M | 28.99% | 1 |
|
|
2020
Q2 | $30.6M | Sell |
491,758
-27,700
| -5% | -$1.72M | 23.05% | 2 |
|
|
2020
Q1 | $32.4M | Buy |
+519,458
| New | +$32.4M | 25.65% | 2 |
|