Curran Financial Partners’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	$5.03M	Buy	85,950 +13,914	+19%	+$817K	0.9%	30
2025 Q4	$4.23M	Buy	72,036 +10,029	+16%	+$590K	0.8%	33
2025 Q3	$3.65M	Buy	62,007 +12,393	+25%	+$727K	0.72%	35
2025 Q2	$2.92M	Buy	49,614 +6,888	+16%	+$403K	0.64%	35
2025 Q1	$2.51M	Buy	42,726 +7,595	+22%	+$443K	0.62%	32
2024 Q4	$2.04M	Buy	35,131 +7,032	+25%	+$410K	0.54%	39
2024 Q3	$1.66M	Buy	28,099 +4,078	+17%	+$239K	0.47%	42
2024 Q2	$1.39M	Buy	24,021 +1,729	+8%	+$99.9K	0.47%	40
2024 Q1	$1.29M	Buy	22,292 +2,201	+11%	+$128K	0.45%	41
2023 Q4	$1.17M	Buy	20,091 +2,287	+13%	+$132K	0.45%	41
2023 Q3	$1.03M	Buy	17,804 +2,419	+16%	+$139K	0.45%	42
2023 Q2	$888K	Buy	15,385 +1,188	+8%	+$69.2K	0.39%	47
2023 Q1	$831K	Buy	+14,197	New	+$824K	0.39%	41