Certified Advisory Corp’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.05M | Buy |
119,869
+6,384
| +6% | +$375K | 0.73% | 48 |
|
|
2025
Q1 | $6.66M | Buy |
113,485
+729
| +0.6% | +$42.8K | 0.75% | 41 |
|
|
2024
Q4 | $6.56M | Buy |
112,756
+5,712
| +5% | +$332K | 0.71% | 46 |
|
|
2024
Q3 | $6.32M | Buy |
107,044
+7,967
| +8% | +$470K | 0.7% | 43 |
|
|
2024
Q2 | $5.75M | Sell |
99,077
-651
| -0.7% | -$37.8K | 0.72% | 47 |
|
|
2024
Q1 | $5.79M | Sell |
99,728
-79,848
| -44% | -$4.64M | 0.81% | 36 |
|
|
2023
Q4 | $10.5M | Sell |
179,576
-20,760
| -10% | -$1.21M | 1.59% | 11 |
|
|
2023
Q3 | $10.1M | Buy |
200,336
+33,951
| +20% | +$1.72M | 1.87% | 10 |
|
|
2023
Q2 | $9.61M | Buy |
166,385
+9,173
| +6% | +$530K | 1.77% | 12 |
|
|
2023
Q1 | $9.2M | Sell |
157,212
-18,247
| -10% | -$1.07M | 1.64% | 12 |
|
|
2022
Q4 | $10.1M | Buy |
175,459
+10,227
| +6% | +$591K | 2.01% | 10 |
|
|
2022
Q3 | $9.55M | Buy |
165,232
+109,779
| +198% | +$6.34M | 2.18% | 8 |
|
|
2022
Q2 | $3.26M | Sell |
55,453
-19,846
| -26% | -$1.17M | 0.73% | 37 |
|
|
2022
Q1 | $4.46M | Sell |
75,299
-10,092
| -12% | -$598K | 0.95% | 26 |
|
|
2021
Q4 | $5.19M | Buy |
85,391
+22,742
| +36% | +$1.38M | 1.15% | 21 |
|
|
2021
Q3 | $3.85M | Buy |
62,649
+16,966
| +37% | +$1.04M | 0.93% | 29 |
|
|
2021
Q2 | $2.81M | Buy |
45,683
+4,244
| +10% | +$261K | 0.71% | 40 |
|
|
2021
Q1 | $2.55M | Buy |
+41,439
| New | +$2.55M | 0.66% | 41 |
|
|
2020
Q2 | $2.2M | Buy |
35,429
+32,134
| +975% | +$2M | 0.73% | 32 |
|
|
2020
Q1 | $205K | Hold |
3,295
| – | – | 0.08% | 163 |
|
|
2019
Q4 | $200K | Hold |
3,295
| – | – | 0.06% | 185 |
|
|
2019
Q3 | $201K | Buy |
+3,295
| New | +$201K | 0.07% | 179 |
|