CWA
Cascade Wealth Advisors’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.9M | Sell |
185,835
-30,554
| -14% | -$1.79M | 6.16% | 5 |
|
|
2025
Q1 | $12.7M | Buy |
216,389
+26,829
| +14% | +$1.57M | 8.77% | 2 |
|
|
2024
Q4 | $11M | Buy |
189,560
+24,706
| +15% | +$1.44M | 7.46% | 3 |
|
|
2024
Q3 | $9.73M | Buy |
164,854
+17,403
| +12% | +$1.03M | 6.95% | 3 |
|
|
2024
Q2 | $8.59M | Buy |
147,451
+72,479
| +97% | +$4.22M | 6.35% | 5 |
|
|
2024
Q1 | $4.33M | Buy |
+74,972
| New | +$4.33M | 3.67% | 10 |
|