CIA
Concurrent Investment 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 | $17.1M | Buy |
290,893
+284,875
| +4,734% | +$16.7M | 0.33% | 61 |
|
|
2025
Q1 | $353K | Buy |
6,018
+1,556
| +35% | +$91.3K | 0.01% | 847 |
|
|
2024
Q4 | $260K | Sell |
4,462
-235
| -5% | -$13.7K | 0.01% | 872 |
|
|
2024
Q3 | $277K | Sell |
4,697
-553
| -11% | -$32.6K | 0.01% | 803 |
|
|
2024
Q2 | $304K | Sell |
5,250
-1,073
| -17% | -$62.2K | 0.01% | 722 |
|
|
2024
Q1 | $367K | Sell |
6,323
-944
| -13% | -$54.8K | 0.01% | 614 |
|
|
2023
Q4 | $424K | Buy |
+7,267
| New | +$424K | 0.02% | 532 |
|