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CA
Continuum Advisory’s
Vanguard Short-Term Treasury ETF
VGSH
Stock Holding History
Continuum Advisory’s Portfolio
VGSH Stock Details
VGSH Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2025
Q2
–
Sell
-718
Closed
-$42.2K
–
1538
2025
Q1
$42.2K
Buy
718
+31
+5%
+$1.81K
0.01%
727
2024
Q4
$40K
Buy
687
+30
+5%
+$1.75K
0.01%
704
2024
Q3
$38.2K
Buy
657
+21
+3%
+$1.23K
﹤0.01%
711
2024
Q2
$36.9K
Hold
636
–
–
0.01%
664
2024
Q1
$36.7K
Buy
+636
New
+$37K
0.01%
659
2023
Q3
–
Sell
-4,982
Closed
-$288K
–
480
2023
Q2
$288K
Buy
+4,982
New
+$290K
0.05%
373
2022
Q4
–
Sell
-13,598
Closed
-$786K
–
437
2022
Q3
$786K
Buy
13,598
+2,887
+27%
+$169K
0.14%
169
2022
Q2
$630K
Buy
+10,711
New
+$632K
0.11%
219
2021
Q3
–
Sell
-3,302
Closed
-$203K
–
305
2021
Q2
$203K
Sell
3,302
-304
-8%
-$18.7K
0.06%
262
2021
Q1
$222K
Buy
+3,606
New
+$222K
0.09%
159
2019
Q1
–
Sell
-59,743
Closed
-$3.59M
–
162
2018
Q4
$3.59M
Buy
+59,743
New
+$3.57M
2.64%
7
Other funds holding VGSH
JP Morgan Chase
New York
$1.47T AUM
27.86%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
OWM
Orgel Wealth Management
Altoona, Wisconsin
$5.27B AUM
16.18%
1-Year Est. Return
Northern Trust
Chicago, Illinois
$757B AUM
28.64%
1-Year Est. Return
Goldman Sachs
New York
$761B AUM
31.28%
1-Year Est. Return
Baird Financial Group
Milwaukee, Wisconsin
$64B AUM
22.64%
1-Year Est. Return
SCM
SCS Capital Management
Boston, Massachusetts
$9.44B AUM
18.1%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
NP
NorthRock Partners
Minneapolis, Minnesota
$6.2B AUM
15.8%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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