Wellington Wealth Strategies’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $836K | Buy |
14,365
+4,900
| +52% | +$285K | 0.76% | 34 |
|
|
2024
Q3 | $554K | Buy |
9,465
+3,703
| +64% | +$217K | 0.42% | 44 |
|
|
2024
Q2 | $334K | Buy |
+5,762
| New | +$334K | 1.4% | 17 |
|
|
2024
Q1 | – | Sell |
-3,722
| Closed | -$217K | – | 180 |
|
|
2023
Q4 | $217K | Buy |
+3,722
| New | +$217K | 0.18% | 81 |
|
|
2020
Q4 | $217K | Buy |
+3,722
| New | +$217K | 0.18% | 80 |
|