CFA
Cahill Financial Advisors’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-9,828
| Closed | -$598K | – | 141 |
|
|
2017
Q2 | $598K | Hold |
9,828
| – | – | 0.33% | 72 |
|
|
2017
Q1 | $598K | Hold |
9,828
| – | – | 0.35% | 74 |
|
|
2016
Q4 | $599K | Sell |
9,828
-560
| -5% | -$34.1K | 0.36% | 68 |
|
|
2016
Q3 | $636K | Hold |
10,388
| – | – | 0.41% | 61 |
|
|
2016
Q2 | $639K | Hold |
10,388
| – | – | 0.45% | 55 |
|
|
2016
Q1 | $636K | Hold |
10,388
| – | – | 0.48% | 52 |
|
|
2015
Q4 | $632K | Hold |
10,388
| – | – | 0.52% | 50 |
|
|
2015
Q3 | $636K | Sell |
10,388
-3,766
| -27% | -$231K | 0.52% | 51 |
|
|
2015
Q2 | $865K | Buy |
+14,154
| New | +$865K | 0.65% | 43 |
|