EPG 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	$10.1M	Buy	172,480 +1,704	+1%	+$100K	2.74%	5
2025 Q4	$10M	Buy	170,776 +4,570	+3%	+$269K	2.7%	6
2025 Q3	$9.78M	Buy	166,206 +8,242	+5%	+$484K	2.69%	6
2025 Q2	$9.29M	Sell	157,964 -1,094	-0.7%	-$64.1K	2.79%	6
2025 Q1	$9.34M	Sell	159,058 -1,797	-1%	-$105K	2.6%	5
2024 Q4	$9.36M	Sell	160,855 -11,497	-7%	-$671K	2.47%	6
2024 Q3	$10.2M	Buy	+172,352	New	+$10.1M	2.57%	7
2024 Q2	–	Sell	-206,671	Closed	-$11.9M	–	5
2024 Q1	$12M	Sell	206,671 -9,316	-4%	-$542K	2.94%	5
2023 Q4	$12.5M	Sell	215,987 -19,876	-8%	-$1.15M	3.29%	4
2023 Q3	$13.6M	Sell	235,863 -2,321	-1%	-$134K	4.1%	4
2023 Q2	$13.8M	Buy	238,184 +4,277	+2%	+$249K	4.07%	4
2023 Q1	$13.7M	Buy	233,907 +1,453	+0.6%	+$84.4K	4.32%	4
2022 Q4	$13.4M	Buy	232,454 +7,207	+3%	+$416K	5.12%	3
2022 Q3	$13M	Buy	225,247 +186,937	+488%	+$10.9M	5.35%	3
2022 Q2	$2.25M	Buy	38,310 +30,025	+362%	+$1.77M	0.96%	21
2022 Q1	$491K	Sell	8,285 -1,126	-12%	-$67.7K	0.17%	114
2021 Q4	$572K	Buy	9,411 +2,163	+30%	+$132K	0.2%	104
2021 Q3	$445K	Buy	+7,248	New	+$446K	0.18%	117