Capital Advisors Ltd’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
Q3 | $140K | Sell |
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|
2025
Q2 | $146K | Sell |
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|
2025
Q1 | $155K | Hold |
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|
2024
Q4 | $154K | Hold |
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|
2024
Q3 | $156K | Sell |
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|
2024
Q2 | $178K | Hold |
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|
2024
Q1 | $179K | Hold |
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|
2023
Q4 | $179K | Sell |
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|
2023
Q3 | $315K | Sell |
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|
2023
Q2 | $360K | Sell |
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|
2023
Q1 | $370K | Buy |
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|
2022
Q4 | $365K | Buy |
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|
2022
Q3 | $364K | Sell |
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|
2022
Q2 | $648K | Sell |
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|
2022
Q1 | $702K | Sell |
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|
2021
Q4 | $787K | Sell |
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|
2021
Q3 | $845K | Sell |
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|
2021
Q2 | $855K | Sell |
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|
2021
Q1 | $874K | Sell |
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|
2020
Q4 | $1.16M | Sell |
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|
2020
Q3 | $1.35M | Sell |
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|
2020
Q2 | $1.5M | Buy |
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|
2020
Q1 | $502K | Buy |
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