White Lighthouse Investment Management’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 | $4.12M | Sell |
70,038
-471
| -0.7% | -$27.7K | 0.67% | 29 |
|
|
2025
Q1 | $4.14M | Sell |
70,509
-3,556
| -5% | -$209K | 0.74% | 28 |
|
|
2024
Q4 | $4.31M | Buy |
74,065
+7,161
| +11% | +$417K | 0.76% | 28 |
|
|
2024
Q3 | $3.95M | Sell |
66,904
-687
| -1% | -$40.5K | 0.71% | 30 |
|
|
2024
Q2 | $3.92M | Sell |
67,591
-5,864
| -8% | -$340K | 0.76% | 28 |
|
|
2024
Q1 | $4.27M | Buy |
73,455
+6,366
| +9% | +$370K | 0.87% | 27 |
|
|
2023
Q4 | $3.91M | Sell |
67,089
-3,411
| -5% | -$199K | 0.86% | 26 |
|
|
2023
Q3 | $4.06M | Buy |
70,500
+4,033
| +6% | +$232K | 0.99% | 23 |
|
|
2023
Q2 | $3.84M | Sell |
66,467
-6,469
| -9% | -$373K | 0.92% | 25 |
|
|
2023
Q1 | $4.27M | Sell |
72,936
-2,921
| -4% | -$171K | 1.08% | 23 |
|
|
2022
Q4 | $4.39M | Sell |
75,857
-2,884
| -4% | -$167K | 1.19% | 20 |
|
|
2022
Q3 | $4.55M | Sell |
78,741
-11,094
| -12% | -$641K | 1.33% | 20 |
|
|
2022
Q2 | $5.29M | Sell |
89,835
-14,195
| -14% | -$836K | 1.51% | 18 |
|
|
2022
Q1 | $6.17M | Sell |
104,030
-24,516
| -19% | -$1.45M | 1.57% | 18 |
|
|
2021
Q4 | $7.82M | Buy |
128,546
+1,213
| +1% | +$73.8K | 1.95% | 14 |
|
|
2021
Q3 | $7.82M | Buy |
127,333
+20,141
| +19% | +$1.24M | 2.1% | 12 |
|
|
2021
Q2 | $6.59M | Buy |
107,192
+12,906
| +14% | +$793K | 1.8% | 15 |
|
|
2021
Q1 | $5.8M | Sell |
94,286
-13,355
| -12% | -$822K | 1.77% | 14 |
|
|
2020
Q4 | $6.63M | Sell |
107,641
-4,396
| -4% | -$271K | 2.12% | 12 |
|
|
2020
Q3 | $6.96M | Buy |
112,037
+11,108
| +11% | +$690K | 2.41% | 12 |
|
|
2020
Q2 | $6.28M | Buy |
100,929
+8,621
| +9% | +$536K | 2.31% | 14 |
|
|
2020
Q1 | $5.75M | Buy |
92,308
+71,227
| +338% | +$4.44M | 2.41% | 13 |
|
|
2019
Q4 | $1.28M | Buy |
21,081
+5,889
| +39% | +$358K | 0.47% | 45 |
|
|
2019
Q3 | $926K | Buy |
+15,192
| New | +$926K | 0.37% | 53 |
|