Zhang Financial’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 | $1.92M | Sell |
32,741
-472
| -1% | -$27.7K | 0.09% | 114 |
|
2025
Q1 | $1.95M | Buy |
33,213
+3,414
| +11% | +$200K | 0.1% | 110 |
|
2024
Q4 | $1.73M | Buy |
+29,799
| New | +$1.73M | 0.1% | 110 |
|
2023
Q4 | – | Sell |
-7,489
| Closed | -$431K | – | 260 |
|
2023
Q3 | $431K | Sell |
7,489
-5,601
| -43% | -$323K | 0.04% | 175 |
|
2023
Q2 | $756K | Sell |
13,090
-12,171
| -48% | -$703K | 0.08% | 138 |
|
2023
Q1 | $1.48M | Sell |
25,261
-14,240
| -36% | -$834K | 0.17% | 73 |
|
2022
Q4 | $2.28M | Buy |
39,501
+20,291
| +106% | +$1.17M | 0.29% | 58 |
|
2022
Q3 | $1.11M | Buy |
19,210
+4,069
| +27% | +$235K | 0.17% | 74 |
|
2022
Q2 | $891K | Buy |
15,141
+9,380
| +163% | +$552K | 0.14% | 84 |
|
2022
Q1 | $342K | Buy |
5,761
+1,049
| +22% | +$62.3K | 0.06% | 172 |
|
2021
Q4 | $287K | Buy |
4,712
+318
| +7% | +$19.4K | 0.05% | 167 |
|
2021
Q3 | $270K | Hold |
4,394
| – | – | 0.06% | 135 |
|
2021
Q2 | $270K | Hold |
4,394
| – | – | 0.07% | 115 |
|
2021
Q1 | $270K | Hold |
4,394
| – | – | 0.07% | 107 |
|
2020
Q4 | $270K | Sell |
4,394
-22
| -0.5% | -$1.35K | 0.08% | 92 |
|
2020
Q3 | $274K | Buy |
+4,416
| New | +$274K | 0.1% | 81 |
|