Clearstead Advisors’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	$55.3K	Hold	945	–	–	﹤0.01%	1262
2025 Q4	$55.5K	Sell	945 -977	-51%	-$57.4K	﹤0.01%	1363
2025 Q3	$113K	Hold	1,922	–	–	﹤0.01%	1013
2025 Q2	$113K	Sell	1,922 -1,998	-51%	-$117K	﹤0.01%	1033
2025 Q1	$230K	Buy	3,920 +3,778	+2,661%	+$220K	﹤0.01%	791
2024 Q4	$8.29K	Sell	142 -21,865	-99%	-$1.28M	﹤0.01%	1625
2024 Q3	$1.3M	Sell	22,007 -19	-0.1%	-$1.11K	0.02%	369
2024 Q2	$1.28M	Buy	+22,026	New	+$1.27M	0.02%	346
2023 Q3	–	Sell	-28	Closed	-$1.62K	–	1567
2023 Q2	$1.62K	Hold	28	–	–	﹤0.01%	1193
2023 Q1	$1.64K	Hold	28	–	–	﹤0.01%	1168
2022 Q4	$1.62K	Sell	28 -728	-96%	-$42.1K	﹤0.01%	1121
2022 Q3	$44K	Buy	+756	New	+$44.3K	﹤0.01%	633