CIA
Choate Investment Advisors’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-141,685
| Closed | -$8.23M | – | 409 |
|
|
2024
Q1 | $8.23M | Hold |
141,685
| – | – | 0.22% | 60 |
|
|
2023
Q4 | $8.26M | Sell |
141,685
-15,619
| -10% | -$911K | 0.26% | 47 |
|
|
2023
Q3 | $9.06M | Hold |
157,304
| – | – | 0.36% | 30 |
|
|
2023
Q2 | $9.08M | Hold |
157,304
| – | – | 0.38% | 25 |
|
|
2023
Q1 | $9.21M | Hold |
157,304
| – | – | 0.44% | 24 |
|
|
2022
Q4 | $9.1M | Sell |
157,304
-465
| -0.3% | -$26.9K | 0.55% | 22 |
|
|
2022
Q3 | $9.12M | Buy |
157,769
+155,650
| +7,345% | +$8.99M | 0.6% | 20 |
|
|
2022
Q2 | $125K | Buy |
2,119
+1,654
| +356% | +$97.6K | 0.01% | 266 |
|
|
2022
Q1 | $28K | Buy |
465
+180
| +63% | +$10.8K | ﹤0.01% | 334 |
|
|
2021
Q4 | $17K | Hold |
285
| – | – | ﹤0.01% | 328 |
|
|
2021
Q3 | $18K | Buy |
+285
| New | +$18K | ﹤0.01% | 294 |
|