Columbia Advisory Partners’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
Q4
Sell
-6,625
Closed -$382K 77
2023
Q3
$382K Buy
+6,625
New +$382K 0.42% 40
2023
Q1
Sell
-13,700
Closed -$792K 74
2022
Q4
$792K Buy
13,700
+2,188
+19% +$127K 0.75% 15
2022
Q3
$665K Buy
+11,512
New +$665K 0.81% 15