CWS
Confluence Wealth Services’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-8,925
| Closed | -$515K | – | 243 |
|
|
2022
Q3 | $515K | Sell |
8,925
-123
| -1% | -$7.1K | 0.22% | 121 |
|
|
2022
Q2 | $531K | Buy |
9,048
+21
| +0.2% | +$1.23K | 0.23% | 137 |
|
|
2022
Q1 | $534K | Sell |
9,027
-943
| -9% | -$55.8K | 0.19% | 136 |
|
|
2021
Q4 | $606K | Buy |
+9,970
| New | +$606K | 0.2% | 120 |
|