Websterrogers Financial Advisors’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 | $11.9M | Buy |
202,768
+2,166
| +1% | +$127K | 3.79% | 10 |
|
|
2025
Q1 | $11.8M | Sell |
200,602
-6,465
| -3% | -$379K | 4.02% | 9 |
|
|
2024
Q4 | $12M | Buy |
207,067
+3,204
| +2% | +$186K | 4.18% | 8 |
|
|
2024
Q3 | $12M | Sell |
203,863
-11,968
| -6% | -$706K | 4.21% | 8 |
|
|
2024
Q2 | $12.5M | Buy |
215,831
+17,713
| +9% | +$1.03M | 4.46% | 8 |
|
|
2024
Q1 | $11.5M | Buy |
198,118
+165,880
| +515% | +$9.63M | 4.09% | 8 |
|
|
2023
Q4 | $1.88M | Hold |
32,238
| – | – | 0.78% | 24 |
|
|
2023
Q3 | $1.86M | Hold |
32,238
| – | – | 0.82% | 24 |
|
|
2023
Q2 | $1.86M | Buy |
+32,238
| New | +$1.86M | 0.81% | 25 |
|
|
2022
Q3 | – | Sell |
-32,238
| Closed | -$1.9M | – | 58 |
|
|
2022
Q2 | $1.9M | Buy |
+32,238
| New | +$1.9M | 0.93% | 16 |
|