CJM Wealth Advisers’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 | $673K | Buy |
11,453
+14
| +0.1% | +$823 | 0.22% | 36 |
|
|
2025
Q1 | $671K | Sell |
11,439
-2,667
| -19% | -$157K | 0.24% | 34 |
|
|
2024
Q4 | $821K | Sell |
14,106
-2,871
| -17% | -$167K | 0.28% | 30 |
|
|
2024
Q3 | $1M | Sell |
16,977
-6,898
| -29% | -$407K | 0.34% | 25 |
|
|
2024
Q2 | $1.38M | Sell |
23,875
-9,945
| -29% | -$574K | 0.51% | 19 |
|
|
2024
Q1 | $1.96M | Sell |
33,820
-9,939
| -23% | -$577K | 0.74% | 16 |
|
|
2023
Q4 | $2.55M | Sell |
43,759
-54,022
| -55% | -$3.15M | 1.13% | 13 |
|
|
2023
Q3 | $5.63M | Sell |
97,781
-9,944
| -9% | -$573K | 2.74% | 8 |
|
|
2023
Q2 | $6.22M | Sell |
107,725
-23,879
| -18% | -$1.38M | 3.16% | 7 |
|
|
2023
Q1 | $7.7M | Sell |
131,604
-9,845
| -7% | -$576K | 4.39% | 5 |
|
|
2022
Q4 | $8.18M | Buy |
+141,449
| New | +$8.18M | 5.03% | 5 |
|