Whitegate Investment Counselors’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 | $230K | Buy |
3,915
+275
| +8% | +$16.2K | 0.08% | 60 |
|
|
2025
Q1 | $214K | Hold |
3,640
| – | – | 0.08% | 61 |
|
|
2024
Q4 | $212K | Buy |
+3,640
| New | +$212K | 0.07% | 61 |
|
|
2021
Q4 | – | Sell |
-7,899
| Closed | -$485K | – | 205 |
|
|
2021
Q3 | $485K | Sell |
7,899
-3,500
| -31% | -$215K | 0.07% | 159 |
|
|
2021
Q2 | $700K | Buy |
11,399
+555
| +5% | +$34.1K | 0.1% | 144 |
|
|
2021
Q1 | $667K | Sell |
10,844
-260
| -2% | -$16K | 0.1% | 138 |
|
|
2020
Q4 | $684K | Buy |
11,104
+4,500
| +68% | +$277K | 0.11% | 132 |
|
|
2020
Q3 | $410K | Buy |
6,604
+2,454
| +59% | +$152K | 0.07% | 152 |
|
|
2020
Q2 | $258K | Buy |
+4,150
| New | +$258K | 0.05% | 172 |
|