Essential Planning’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	$441K	Hold	7,525	–	–	0.14%	54
2025 Q4	$442K	Hold	7,525	–	–	0.14%	54
2025 Q3	$443K	Sell	7,525 -187	-2%	-$11K	0.15%	51
2025 Q2	$453K	Buy	7,712 +187	+2%	+$11K	0.17%	50
2025 Q1	$442K	Sell	7,525 -481,600	-98%	-$28.1M	0.18%	48
2024 Q4	$28.6M	Buy	489,125 +481,600	+6,400%	+$28.1M	0.19%	46
2024 Q3	$444K	Hold	7,525	–	–	0.18%	49
2024 Q2	$436K	Sell	7,525 -1,207	-14%	-$69.7K	0.19%	45
2024 Q1	$509K	Hold	8,732	–	–	0.26%	36
2023 Q4	$509K	Buy	8,732 +1,419	+19%	+$82K	0.26%	36
2023 Q3	$421K	Hold	7,313	–	–	0.23%	38
2023 Q2	$422K	Hold	7,313	–	–	0.24%	31
2023 Q1	$428K	Buy	7,313 +1,110	+18%	+$64.4K	0.26%	31
2022 Q4	$358K	Hold	6,203	–	–	0.28%	31
2022 Q3	$358K	Buy	+6,203	New	+$363K	2.07%	12