Winch Advisory Services’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 | $28.5M | Buy |
485,033
+1,284
| +0.3% | +$75.5K | 6.96% | 3 |
|
|
2025
Q1 | $28.4M | Buy |
483,749
+173,624
| +56% | +$10.2M | 7.51% | 2 |
|
|
2024
Q4 | $18M | Buy |
310,125
+10,075
| +3% | +$586K | 4.69% | 7 |
|
|
2024
Q3 | $17.7M | Buy |
300,050
+1,362
| +0.5% | +$80.4K | 4.9% | 6 |
|
|
2024
Q2 | $17.3M | Buy |
298,688
+6,432
| +2% | +$373K | 4.95% | 6 |
|
|
2024
Q1 | $17M | Sell |
292,256
-137,345
| -32% | -$7.98M | 5.18% | 6 |
|
|
2023
Q4 | $25.1M | Sell |
429,601
-55,808
| -11% | -$3.26M | 8.31% | 2 |
|
|
2023
Q3 | $28M | Buy |
485,409
+17,212
| +4% | +$991K | 10.26% | 2 |
|
|
2023
Q2 | $27M | Buy |
468,197
+5,148
| +1% | +$297K | 9.71% | 2 |
|
|
2023
Q1 | $27.1M | Buy |
463,049
+9,157
| +2% | +$536K | 10.52% | 2 |
|
|
2022
Q4 | $26.2M | Sell |
453,892
-59,584
| -12% | -$3.45M | 11.2% | 2 |
|
|
2022
Q3 | $29.7M | Sell |
513,476
-47,883
| -9% | -$2.77M | 12.75% | 1 |
|
|
2022
Q2 | $33M | Sell |
561,359
-6,093
| -1% | -$359K | 13.48% | 1 |
|
|
2022
Q1 | $33.6M | Buy |
567,452
+149,760
| +36% | +$8.87M | 11.69% | 1 |
|
|
2021
Q4 | $25.4M | Sell |
417,692
-12,788
| -3% | -$778K | 8.4% | 2 |
|
|
2021
Q3 | $26.4M | Buy |
430,480
+117,814
| +38% | +$7.24M | 9.22% | 1 |
|
|
2021
Q2 | $19.2M | Buy |
312,666
+50,334
| +19% | +$3.09M | 6.91% | 3 |
|
|
2021
Q1 | $16.1M | Buy |
262,332
+35,193
| +15% | +$2.17M | 6.47% | 3 |
|
|
2020
Q4 | $14M | Sell |
227,139
-148,597
| -40% | -$9.15M | 5.81% | 4 |
|
|
2020
Q3 | $23.3M | Buy |
375,736
+121,957
| +48% | +$7.57M | 9.88% | 1 |
|
|
2020
Q2 | $15.8M | Sell |
253,779
-37,272
| -13% | -$2.32M | 7.5% | 3 |
|
|
2020
Q1 | $18.1M | Buy |
+291,051
| New | +$18.1M | 9.02% | 3 |
|