Compass Planning Associates’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.45M	Buy	24,713 +10,737	+77%	+$631K	1.33%	11
2025 Q1	$820K	Buy	13,976 +3,191	+30%	+$187K	0.83%	14
2024 Q4	$627K	Buy	+10,785	New	+$627K	0.64%	16