Concurrent Investment Advisors’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$17.6M Buy
2025
Q2
$17.1M Buy
2025
Q1
$353K Buy
2024
Q4
$260K Sell
2024
Q3
$277K Sell
2024
Q2
$304K Sell
2024
Q1
$367K Sell
2023
Q4
$424K Buy