Clear Perspectives Financial Planning’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | $410 | Hold |
7
| – | – | ﹤0.01% | 184 |
|
|
2022
Q4 | $405 | Buy |
+7
| New | +$405 | ﹤0.01% | 206 |
|
|
2022
Q1 | – | Sell |
-11,977
| Closed | -$729K | – | 242 |
|
|
2021
Q4 | $729K | Sell |
11,977
-5,017
| -30% | -$305K | 0.29% | 36 |
|
|
2021
Q3 | $1.04M | Sell |
16,994
-2,040
| -11% | -$125K | 0.47% | 33 |
|
|
2021
Q2 | $1.17M | Sell |
19,034
-873
| -4% | -$53.6K | 0.56% | 32 |
|
|
2021
Q1 | $1.23M | Sell |
19,907
-1,490
| -7% | -$91.7K | 0.71% | 28 |
|
|
2020
Q4 | $1.32M | Buy |
+21,397
| New | +$1.32M | 0.84% | 27 |
|