Wealthspire Advisors (New York)’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
Q2 | – | Sell |
-43,665
| Closed | -$2.59M | – | 526 |
|
|
2022
Q1 | $2.59M | Hold |
43,665
| – | – | 0.06% | 109 |
|
|
2021
Q4 | $2.66M | Hold |
43,665
| – | – | 0.06% | 118 |
|
|
2021
Q3 | $2.68M | Hold |
43,665
| – | – | 0.06% | 138 |
|
|
2021
Q2 | $2.68M | Sell |
43,665
-4,333
| -9% | -$266K | 0.07% | 95 |
|
|
2021
Q1 | $2.95M | Sell |
47,998
-18,482
| -28% | -$1.14M | 0.07% | 131 |
|
|
2020
Q4 | $4.1M | Buy |
66,480
+3,390
| +5% | +$209K | 0.12% | 82 |
|
|
2020
Q3 | $3.92M | Buy |
63,090
+110
| +0.2% | +$6.83K | 0.23% | 51 |
|
|
2020
Q2 | $3.92M | Buy |
62,980
+4,815
| +8% | +$299K | 0.27% | 40 |
|
|
2020
Q1 | $3.63M | Buy |
+58,165
| New | +$3.63M | 0.15% | 78 |
|