Windward Private Wealth Management’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.65M | Sell |
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|
2025
Q1 | $2.78M | Sell |
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|
2024
Q4 | $2.8M | Sell |
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|
2024
Q3 | $2.9M | Sell |
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|
2024
Q2 | $2.89M | Sell |
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|
2024
Q1 | $2.93M | Sell |
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|
2023
Q4 | $3.54M | Sell |
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|
2023
Q3 | $3.72M | Buy |
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|
2023
Q2 | $485K | Buy |
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|
2023
Q1 | $428K | Buy |
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|
2022
Q4 | $421K | Buy |
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|
2022
Q3 | $386K | Sell |
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|
2022
Q2 | $648K | Buy |
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|
2022
Q1 | $622K | Buy |
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|
2021
Q4 | $600K | Hold |
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|
2021
Q3 | $606K | Buy |
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|
2021
Q2 | $605K | Buy |
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|
2021
Q1 | $586K | Hold |
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|
2020
Q4 | $586K | Buy |
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