Capital Advisors Wealth Management’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
2022
Q1
Sell
-4,990
Closed -$304K 136
2021
Q4
$304K Buy
4,990
+21
+0.4% +$1.28K 0.09% 92
2021
Q3
$305K Buy
4,969
+500
+11% +$30.7K 0.11% 81
2021
Q2
$275K Buy
4,469
+2
+0% +$123 0.1% 77
2021
Q1
$275K Buy
+4,467
New +$275K 0.12% 77