Bartlett & Co 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	$6.19M	Buy	106,186 +5,985	+6%	+$351K	0.08%	131
2025 Q4	$5.88M	Buy	100,201 +3,778	+4%	+$222K	0.08%	132
2025 Q3	$5.67M	Buy	96,423 +1,279	+1%	+$75K	0.08%	136
2025 Q2	$5.59M	Sell	95,144 -3,885	-4%	-$228K	0.08%	133
2025 Q1	$5.81M	Buy	99,029 +6,540	+7%	+$382K	0.09%	131
2024 Q4	$5.38M	Buy	92,489 +2,649	+3%	+$155K	0.08%	134
2024 Q3	$5.3M	Sell	89,840 -798	-0.9%	-$46.7K	0.08%	133
2024 Q2	$5.26M	Sell	90,638 -435	-0.5%	-$25.1K	0.08%	133
2024 Q1	$5.29M	Buy	+91,073	New	+$5.3M	0.08%	139
2023 Q4	–	Sell	-5	Closed	-$288	–	1273
2023 Q3	$288	Hold	5	–	–	﹤0.01%	1141
2023 Q2	$289	Buy	+5	New	+$291	﹤0.01%	1127
2023 Q1	–	Sell	-357	Closed	-$20.6K	–	1110
2022 Q4	$20.6K	Buy	357 +2	+0.6%	+$116	﹤0.01%	717
2022 Q3	$20.5K	Buy	355 +1	+0.3%	+$59	﹤0.01%	700
2022 Q2	$20.8K	Buy	+354	New	+$20.9K	﹤0.01%	732