CJM Wealth Advisers’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	$560K	Buy	9,574 +1,023	+12%	+$60K	0.17%	43
2025 Q4	$502K	Sell	8,551 -3,129	-27%	-$184K	0.15%	46
2025 Q3	$687K	Buy	11,680 +227	+2%	+$13.3K	0.21%	37
2025 Q2	$673K	Buy	11,453 +14	+0.1%	+$820	0.22%	36
2025 Q1	$671K	Sell	11,439 -2,667	-19%	-$156K	0.24%	34
2024 Q4	$821K	Sell	14,106 -2,871	-17%	-$168K	0.28%	30
2024 Q3	$1M	Sell	16,977 -6,898	-29%	-$404K	0.34%	25
2024 Q2	$1.38M	Sell	23,875 -9,945	-29%	-$575K	0.51%	19
2024 Q1	$1.96M	Sell	33,820 -9,939	-23%	-$578K	0.74%	16
2023 Q4	$2.55M	Sell	43,759 -54,022	-55%	-$3.12M	1.13%	13
2023 Q3	$5.63M	Sell	97,781 -9,944	-9%	-$573K	2.74%	8
2023 Q2	$6.22M	Sell	107,725 -23,879	-18%	-$1.39M	3.16%	7
2023 Q1	$7.7M	Sell	131,604 -9,845	-7%	-$572K	4.39%	5
2022 Q4	$8.18M	Buy	+141,449	New	+$8.17M	5.03%	5