Clearview Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-3,609
| Closed | -$211K | – | 131 |
|
|
2023
Q4 | $211K | Buy |
3,609
+29
| +0.8% | +$1.69K | 0.25% | 109 |
|
|
2023
Q3 | $206K | Sell |
3,580
-143
| -4% | -$8.24K | 0.26% | 112 |
|
|
2023
Q2 | $215K | Sell |
3,723
-129
| -3% | -$7.45K | 0.22% | 106 |
|
|
2023
Q1 | $225K | Sell |
3,852
-18,877
| -83% | -$1.11M | 0.23% | 112 |
|
|
2022
Q4 | $1.31M | Buy |
+22,729
| New | +$1.31M | 1.02% | 20 |
|
|
2022
Q1 | – | Sell |
-1,570
| Closed | -$96K | – | 698 |
|
|
2021
Q4 | $96K | Sell |
1,570
-80
| -5% | -$4.89K | 0.06% | 157 |
|
|
2021
Q3 | $101K | Sell |
1,650
-570
| -26% | -$34.9K | 0.06% | 159 |
|
|
2021
Q2 | $136K | Sell |
2,220
-1,640
| -42% | -$100K | 0.08% | 136 |
|
|
2021
Q1 | $237K | Sell |
3,860
-5,981
| -61% | -$367K | 0.15% | 104 |
|
|
2020
Q4 | $606K | Buy |
+9,841
| New | +$606K | 0.41% | 50 |
|