WFA of San Diego’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
Q3 | $2.07K | Hold |
35
| – | – | ﹤0.01% | 361 |
|
2024
Q2 | $2.03K | Buy |
+35
| New | +$2.03K | ﹤0.01% | 360 |
|
2023
Q3 | $132K | Buy |
2,289
+10
| +0.4% | +$576 | 0.14% | 95 |
|
2023
Q2 | $132K | Buy |
+2,279
| New | +$132K | 0.13% | 96 |
|
2023
Q1 | – | Sell |
-2,482
| Closed | -$144K | – | 410 |
|
2022
Q4 | $144K | Buy |
+2,482
| New | +$144K | 0.11% | 109 |
|
2022
Q3 | – | Sell |
-10,579
| Closed | -$623K | – | 382 |
|
2022
Q2 | $623K | Sell |
10,579
-3,788
| -26% | -$223K | 0.53% | 41 |
|
2022
Q1 | $851K | Buy |
+14,367
| New | +$851K | 0.65% | 36 |
|