WealthShield Partners’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 | $99.4K | Hold |
1,691
| – | – | 0.01% | 383 |
|
2025
Q1 | $99.2K | Hold |
1,691
| – | – | 0.01% | 368 |
|
2024
Q4 | $98.4K | Hold |
1,691
| – | – | 0.01% | 342 |
|
2024
Q3 | $99.8K | Hold |
1,691
| – | – | 0.01% | 348 |
|
2024
Q2 | $98.1K | Sell |
1,691
-553
| -25% | -$32.1K | 0.01% | 328 |
|
2024
Q1 | $130K | Buy |
2,244
+2,123
| +1,755% | +$123K | 0.02% | 298 |
|
2023
Q4 | $7.06K | Sell |
121
-76,212
| -100% | -$4.45M | ﹤0.01% | 440 |
|
2023
Q3 | $4.4M | Buy |
76,333
+47,569
| +165% | +$2.74M | 0.66% | 38 |
|
2023
Q2 | $1.66M | Buy |
28,764
+6,674
| +30% | +$385K | 0.25% | 105 |
|
2023
Q1 | $1.29M | Buy |
22,090
+257
| +1% | +$15K | 0.21% | 125 |
|
2022
Q4 | $1.26M | Buy |
21,833
+814
| +4% | +$47.1K | 0.24% | 112 |
|
2022
Q3 | $1.22M | Sell |
21,019
-108,479
| -84% | -$6.27M | 0.24% | 108 |
|
2022
Q2 | $7.62M | Buy |
129,498
+48,569
| +60% | +$2.86M | 1.51% | 13 |
|
2022
Q1 | $4.8M | Buy |
80,929
+72,841
| +901% | +$4.32M | 0.77% | 30 |
|
2021
Q4 | $492K | Buy |
+8,088
| New | +$492K | 0.08% | 193 |
|
2020
Q4 | – | Sell |
-2,800
| Closed | -$174K | – | 420 |
|
2020
Q3 | $174K | Sell |
2,800
-98
| -3% | -$6.09K | 0.06% | 248 |
|
2020
Q2 | $180K | Buy |
2,898
+2,777
| +2,295% | +$172K | 0.08% | 203 |
|
2020
Q1 | $8K | Sell |
121
-295
| -71% | -$19.5K | ﹤0.01% | 226 |
|
2019
Q4 | $25K | Sell |
416
-10
| -2% | -$601 | 0.01% | 230 |
|
2019
Q3 | $26K | Sell |
426
-144
| -25% | -$8.79K | 0.01% | 214 |
|
2019
Q2 | $35K | Hold |
570
| – | – | 0.02% | 185 |
|
2019
Q1 | $34K | Buy |
570
+55
| +11% | +$3.28K | 0.02% | 205 |
|
2018
Q4 | $31K | Hold |
515
| – | – | 0.02% | 177 |
|
2018
Q3 | $31K | Hold |
515
| – | – | 0.02% | 179 |
|
2018
Q2 | $31K | Sell |
515
-55
| -10% | -$3.31K | 0.02% | 169 |
|
2018
Q1 | $34K | Sell |
570
-110
| -16% | -$6.56K | 0.02% | 163 |
|
2017
Q4 | $41K | Buy |
+680
| New | +$41K | 0.03% | 158 |
|