McClarren 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 | $639K | Sell |
10,866
-23
| -0.2% | -$1.35K | 0.42% | 44 |
|
|
2025
Q1 | $639K | Buy |
10,889
+6,495
| +148% | +$381K | 0.42% | 40 |
|
|
2024
Q4 | $255K | Buy |
4,394
+3,464
| +372% | +$201K | 0.72% | 24 |
|
|
2024
Q3 | $54 | Buy |
930
+873
| +1,532% | +$51 | 0.01% | 118 |
|
|
2024
Q2 | $53K | Sell |
57
-855
| -94% | -$795K | 0.04% | 143 |
|
|
2024
Q1 | $53K | Buy |
912
+52
| +6% | +$3.02K | 0.04% | 139 |
|
|
2023
Q4 | $50K | Buy |
860
+11
| +1% | +$640 | 0.04% | 157 |
|
|
2023
Q3 | $48K | Sell |
849
-11
| -1% | -$622 | 0.04% | 149 |
|
|
2023
Q2 | $49K | Buy |
860
+25
| +3% | +$1.42K | 0.04% | 153 |
|
|
2023
Q1 | $48K | Buy |
835
+3
| +0.4% | +$172 | 0.04% | 147 |
|
|
2022
Q4 | $48K | Sell |
832
-420
| -34% | -$24.2K | 0.05% | 151 |
|
|
2022
Q3 | $72K | Buy |
+1,252
| New | +$72K | 0.07% | 106 |
|
|
2022
Q2 | – | Sell |
-2,891
| Closed | -$169K | – | 268 |
|
|
2022
Q1 | $169K | Sell |
2,891
-1,222
| -30% | -$71.4K | 0.12% | 65 |
|
|
2021
Q4 | $251K | Buy |
+4,113
| New | +$251K | 0.17% | 56 |
|