Axxcess Wealth Management’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$16.6M	Buy	283,584 +1,333	+0.5%	+$78.2K	0.53%	44
2025 Q4	$16.6M	Sell	282,251 -10,632	-4%	-$625K	0.3%	69
2025 Q3	$17.2M	Buy	292,883 +28,794	+11%	+$1.69M	0.36%	56
2025 Q2	$15.5M	Buy	264,089 +90,380	+52%	+$5.29M	0.37%	56
2025 Q1	$10.2M	Buy	173,709 +3,529	+2%	+$206K	0.28%	76
2024 Q4	$9.9M	Buy	170,180 +20,354	+14%	+$1.19M	0.25%	77
2024 Q3	$8.84M	Buy	149,826 +17,385	+13%	+$1.02M	0.22%	84
2024 Q2	$7.68M	Buy	132,441 +44,320	+50%	+$2.56M	0.21%	90
2024 Q1	$5.12M	Sell	88,121 -6,347	-7%	-$369K	0.15%	127
2023 Q4	$5.51M	Sell	94,468 -11,740	-11%	-$679K	0.16%	124
2023 Q3	$6.12M	Buy	106,208 +48,998	+86%	+$2.82M	0.21%	95
2023 Q2	$3.3M	Sell	57,210 -3,024	-5%	-$176K	0.24%	89
2023 Q1	$3.53M	Buy	60,234 +3,988	+7%	+$232K	0.28%	83
2022 Q4	$3.25M	Sell	56,246 -2,263	-4%	-$131K	0.27%	82
2022 Q3	$3.38M	Sell	58,509 -21,958	-27%	-$1.29M	0.34%	70
2022 Q2	$4.74M	Buy	80,467 +20,417	+34%	+$1.2M	0.47%	55
2022 Q1	$3.56M	Buy	60,050 +19,056	+46%	+$1.14M	0.28%	76
2021 Q4	$2.49M	Buy	+40,994	New	+$2.51M	0.19%	100