Wells 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 | $2.61M | Sell |
44,381
-7,687
| -15% | -$452K | 3.58% | 10 |
|
|
2025
Q1 | $3.06M | Sell |
52,068
-1,299
| -2% | -$76.2K | 4.21% | 8 |
|
|
2024
Q4 | $3.1M | Sell |
53,367
-3,021
| -5% | -$176K | 4.23% | 8 |
|
|
2024
Q3 | $3.33M | Sell |
56,388
-107,085
| -66% | -$6.32M | 4.5% | 6 |
|
|
2024
Q2 | $9.48M | Sell |
163,473
-21,353
| -12% | -$1.24M | 6.24% | 4 |
|
|
2024
Q1 | $10.7M | Sell |
184,826
-4,743
| -3% | -$275K | 7.31% | 4 |
|
|
2023
Q4 | $11.1M | Sell |
189,569
-6,080
| -3% | -$355K | 8.03% | 4 |
|
|
2023
Q3 | $11.3M | Sell |
195,649
-2,488
| -1% | -$143K | 8.76% | 3 |
|
|
2023
Q2 | $11.4M | Buy |
198,137
+77,464
| +64% | +$4.47M | 8.64% | 3 |
|
|
2023
Q1 | $7.06M | Sell |
120,673
-3,766
| -3% | -$220K | 5.63% | 6 |
|
|
2022
Q4 | $7.2M | Buy |
124,439
+121,984
| +4,969% | +$7.05M | 5.95% | 6 |
|
|
2022
Q3 | $142K | Buy |
+2,455
| New | +$142K | 0.14% | 38 |
|