CWS Financial Advisors’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.19M | Buy |
54,192
+4,515
| +9% | +$265K | 0.93% | 16 |
|
|
2025
Q1 | $2.92M | Buy |
49,677
+10,304
| +26% | +$605K | 0.92% | 17 |
|
|
2024
Q4 | $2.29M | Buy |
39,373
+6,581
| +20% | +$383K | 0.74% | 20 |
|
|
2024
Q3 | $1.94M | Buy |
32,792
+1,196
| +4% | +$70.6K | 0.69% | 20 |
|
|
2024
Q2 | $1.83M | Buy |
31,596
+1,179
| +4% | +$68.4K | 0.72% | 18 |
|
|
2024
Q1 | $1.77M | Buy |
30,417
+1,913
| +7% | +$111K | 0.72% | 18 |
|
|
2023
Q4 | $1.66M | Buy |
28,504
+7,525
| +36% | +$439K | 0.62% | 22 |
|
|
2023
Q3 | $1.21M | Buy |
20,979
+3,949
| +23% | +$227K | 0.48% | 27 |
|
|
2023
Q2 | $983K | Buy |
17,030
+9,336
| +121% | +$539K | 0.37% | 41 |
|
|
2023
Q1 | $450K | Buy |
+7,694
| New | +$450K | 0.18% | 89 |
|