Clear Perspective Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $714K | Buy |
11,736
+50
| +0.4% | +$3.04K | 0.22% | 77 |
|
|
2021
Q3 | $718K | Sell |
11,686
-2,500
| -18% | -$154K | 0.25% | 70 |
|
|
2021
Q2 | $871K | Sell |
14,186
-4,506
| -24% | -$277K | 0.3% | 62 |
|
|
2021
Q1 | $1.15M | Buy |
18,692
+103
| +0.6% | +$6.34K | 0.45% | 43 |
|
|
2020
Q4 | $1.15M | Buy |
18,589
+439
| +2% | +$27K | 0.47% | 41 |
|
|
2020
Q3 | $554 | Sell |
18,150
-20,063
| -53% | -$612 | 0.26% | 69 |
|
|
2020
Q2 | $2.38M | Sell |
38,213
-400
| -1% | -$24.9K | 1.3% | 16 |
|
|
2020
Q1 | $2.41M | Sell |
38,613
-21,140
| -35% | -$1.32M | 1.61% | 15 |
|
|
2019
Q4 | $3.64M | Sell |
59,753
-79,501
| -57% | -$4.84M | 2.25% | 8 |
|
|
2019
Q3 | $8.48M | Buy |
139,254
+73,795
| +113% | +$4.5M | 3.85% | 3 |
|
|
2019
Q2 | $3.99M | Sell |
65,459
-11,567
| -15% | -$705K | 2.56% | 5 |
|
|
2019
Q1 | $4.65M | Buy |
77,026
+11,201
| +17% | +$677K | 3.3% | 5 |
|
|
2018
Q4 | $3.96M | Buy |
65,825
+11,490
| +21% | +$691K | 3.29% | 3 |
|
|
2018
Q3 | $3.25M | Buy |
54,335
+6,200
| +13% | +$370K | 2.41% | 7 |
|
|
2018
Q2 | $2.88M | Buy |
48,135
+5,000
| +12% | +$300K | 2.02% | 8 |
|
|
2018
Q1 | $2.59M | Buy |
43,135
+31,635
| +275% | +$1.9M | 1.93% | 8 |
|
|
2017
Q4 | $693K | Buy |
11,500
+3,925
| +52% | +$237K | 0.53% | 49 |
|
|
2017
Q3 | $460K | Buy |
7,575
+1,025
| +16% | +$62.2K | 0.38% | 74 |
|
|
2017
Q2 | $398K | Buy |
6,550
+500
| +8% | +$30.4K | 0.33% | 78 |
|
|
2017
Q1 | $368K | Buy |
6,050
+2,900
| +92% | +$176K | 0.24% | 82 |
|
|
2016
Q4 | $192K | Buy |
+3,150
| New | +$192K | 0.13% | 128 |
|