CIA
Compass Ion Advisors’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $797K | Buy |
13,555
+8,872
| +189% | +$521K | 0.09% | 125 |
|
|
2025
Q1 | $275K | Hold |
4,683
| – | – | 0.03% | 216 |
|
|
2024
Q4 | $272K | Hold |
4,683
| – | – | 0.03% | 216 |
|
|
2024
Q3 | $276K | Buy |
+4,683
| New | +$276K | 0.03% | 213 |
|
|
2020
Q2 | – | Sell |
-178,170
| Closed | -$11.1M | – | 62 |
|
|
2020
Q1 | $11.1M | Buy |
+178,170
| New | +$11.1M | 10.01% | 4 |
|