CWM
Centurion Wealth Management’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 | $1.39M | Buy |
23,713
+1,586
| +7% | +$93.2K | 0.4% | 59 |
|
|
2025
Q1 | $1.29M | Hold |
22,127
| – | – | 0.4% | 53 |
|
|
2024
Q4 | $1.29M | Sell |
22,127
-2,157
| -9% | -$125K | 0.4% | 53 |
|
|
2024
Q3 | $1.43M | Buy |
+24,284
| New | +$1.43M | 0.46% | 50 |
|
|
2024
Q1 | $1.59M | Sell |
27,440
-105,517
| -79% | -$6.13M | 0.63% | 32 |
|
|
2023
Q4 | $7.76M | Sell |
132,957
-5,905
| -4% | -$344K | 3.31% | 8 |
|
|
2023
Q3 | $8M | Buy |
138,862
+4,340
| +3% | +$250K | 3.92% | 8 |
|
|
2023
Q2 | $7.77M | Buy |
134,522
+7,243
| +6% | +$418K | 3.75% | 7 |
|
|
2023
Q1 | $7.45M | Buy |
127,279
+40,992
| +48% | +$2.4M | 3.77% | 6 |
|
|
2022
Q4 | $4.99M | Buy |
+86,287
| New | +$4.99M | 2.82% | 9 |
|