CWS Financial 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	$4.12M	Buy	70,329 +5,703	+9%	+$335K	1.05%	17
2025 Q4	$3.8M	Buy	64,626 +7,920	+14%	+$466K	1.03%	15
2025 Q3	$3.34M	Buy	56,706 +2,514	+5%	+$147K	0.93%	17
2025 Q2	$3.19M	Buy	54,192 +4,515	+9%	+$264K	0.93%	16
2025 Q1	$2.92M	Buy	49,677 +10,304	+26%	+$601K	0.92%	17
2024 Q4	$2.29M	Buy	39,373 +6,581	+20%	+$384K	0.74%	20
2024 Q3	$1.94M	Buy	32,792 +1,196	+4%	+$70K	0.69%	20
2024 Q2	$1.83M	Buy	31,596 +1,179	+4%	+$68.1K	0.72%	18
2024 Q1	$1.77M	Buy	30,417 +1,913	+7%	+$111K	0.72%	18
2023 Q4	$1.66M	Buy	28,504 +7,525	+36%	+$435K	0.62%	22
2023 Q3	$1.21M	Buy	20,979 +3,949	+23%	+$228K	0.48%	27
2023 Q2	$983K	Buy	17,030 +9,336	+121%	+$544K	0.37%	41
2023 Q1	$450K	Buy	+7,694	New	+$447K	0.18%	89