CWM
Connecticut Wealth Management’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 | – | Sell |
-4,555
| Closed | -$267K | – | 318 |
|
|
2025
Q1 | $267K | Sell |
4,555
-609,501
| -99% | -$35.8M | 0.01% | 262 |
|
|
2024
Q4 | $32.7M | Buy |
614,056
+608,656
| +11,271% | +$32.4M | 1.61% | 11 |
|
|
2024
Q3 | $319K | Buy |
5,400
+65
| +1% | +$3.84K | 0.02% | 258 |
|
|
2024
Q2 | $309K | Sell |
5,335
-5,929
| -53% | -$344K | 0.02% | 260 |
|
|
2024
Q1 | $654K | Sell |
11,264
-726
| -6% | -$42.2K | 0.03% | 189 |
|
|
2023
Q4 | $699K | Buy |
11,990
+70
| +0.6% | +$4.08K | 0.04% | 178 |
|
|
2023
Q3 | $687K | Buy |
11,920
+75
| +0.6% | +$4.32K | 0.05% | 140 |
|
|
2023
Q2 | $684K | Sell |
11,845
-279
| -2% | -$16.1K | 0.05% | 125 |
|
|
2023
Q1 | $710K | Buy |
+12,124
| New | +$710K | 0.05% | 113 |
|