Certified Advisory Corp’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	$7.65M	Buy	130,677 +1,182	+0.9%	+$69.4K	0.69%	46
2025 Q4	$7.61M	Buy	129,495 +5,134	+4%	+$302K	0.69%	45
2025 Q3	$7.32M	Buy	124,361 +4,492	+4%	+$264K	0.7%	46
2025 Q2	$7.05M	Buy	119,869 +6,384	+6%	+$374K	0.73%	48
2025 Q1	$6.66M	Buy	113,485 +729	+0.6%	+$42.5K	0.75%	41
2024 Q4	$6.56M	Buy	112,756 +5,712	+5%	+$333K	0.71%	46
2024 Q3	$6.32M	Buy	107,044 +7,967	+8%	+$467K	0.7%	43
2024 Q2	$5.75M	Sell	99,077 -651	-0.7%	-$37.6K	0.72%	47
2024 Q1	$5.79M	Sell	99,728 -79,848	-44%	-$4.64M	0.81%	36
2023 Q4	$10.5M	Sell	179,576 -20,760	-10%	-$1.2M	1.59%	11
2023 Q3	$10.1M	Buy	200,336 +33,951	+20%	+$1.96M	1.87%	10
2023 Q2	$9.61M	Buy	166,385 +9,173	+6%	+$534K	1.77%	12
2023 Q1	$9.2M	Sell	157,212 -18,247	-10%	-$1.06M	1.64%	12
2022 Q4	$10.1M	Buy	175,459 +10,227	+6%	+$591K	2.01%	10
2022 Q3	$9.55M	Buy	165,232 +109,779	+198%	+$6.43M	2.18%	8
2022 Q2	$3.26M	Sell	55,453 -19,846	-26%	-$1.17M	0.73%	37
2022 Q1	$4.46M	Sell	75,299 -10,092	-12%	-$606K	0.95%	26
2021 Q4	$5.19M	Buy	85,391 +22,742	+36%	+$1.39M	1.15%	21
2021 Q3	$3.85M	Buy	62,649 +16,966	+37%	+$1.04M	0.93%	29
2021 Q2	$2.81M	Buy	45,683 +4,244	+10%	+$261K	0.71%	40
2021 Q1	$2.55M	Buy	+41,439	New	+$2.55M	0.66%	41
2020 Q2	$2.2M	Buy	35,429 +32,134	+975%	+$2M	0.73%	32
2020 Q1	$205K	Hold	3,295	–	–	0.08%	163
2019 Q4	$200K	Hold	3,295	–	–	0.06%	185
2019 Q3	$201K	Buy	+3,295	New	+$201K	0.07%	179