Defined Wealth Management’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	$1.2M	Buy	20,584 +313	+2%	+$18.4K	0.71%	36
2025 Q4	$1.19M	Sell	20,271 -267	-1%	-$15.7K	0.69%	38
2025 Q3	$1.21M	Buy	20,538 +37	+0.2%	+$2.17K	0.7%	38
2025 Q2	$1.21M	Buy	20,501 +3,891	+23%	+$228K	0.75%	33
2025 Q1	$975K	Buy	16,610 +6,501	+64%	+$379K	0.66%	42
2024 Q4	$588K	Buy	10,109 +36	+0.4%	+$2.1K	0.39%	56
2024 Q3	$595K	Buy	10,073 +232	+2%	+$13.6K	0.39%	59
2024 Q2	$571K	Sell	9,841 -1,092	-10%	-$63.1K	0.4%	58
2024 Q1	$635K	Sell	10,933 -11	-0.1%	-$640	0.46%	57
2023 Q4	$638K	Buy	10,944 +344	+3%	+$19.9K	0.49%	53
2023 Q3	$611K	Sell	10,600 -3,698	-26%	-$213K	0.52%	50
2023 Q2	$825K	Buy	14,298 +3,468	+32%	+$202K	0.7%	41
2023 Q1	$634K	Buy	+10,830	New	+$629K	0.59%	45