Clear Point 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $280K | Buy |
4,762
+899
| +23% | +$52.8K | 0.24% | 96 |
|
|
2025
Q1 | $227K | Buy |
+3,863
| New | +$227K | 0.2% | 101 |
|
|
2024
Q4 | – | Sell |
-3,316
| Closed | -$196K | – | 511 |
|
|
2024
Q3 | $196K | Buy |
+3,316
| New | +$196K | 0.15% | 106 |
|
|
2024
Q2 | – | Sell |
-3,760
| Closed | -$218K | – | 593 |
|
|
2024
Q1 | $218K | Buy |
3,760
+20
| +0.5% | +$1.16K | 0.18% | 102 |
|
|
2023
Q4 | $218K | Buy |
+3,740
| New | +$218K | 0.19% | 94 |
|