Ethos Financial Group’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	$697K	Buy	11,898 +642	+6%	+$37.7K	0.05%	258
2025 Q4	$661K	Buy	11,256 +440	+4%	+$25.9K	0.05%	253
2025 Q3	$637K	Buy	10,816 +175	+2%	+$10.3K	0.05%	234
2025 Q2	$625K	Sell	10,641 -2,354	-18%	-$138K	0.05%	232
2025 Q1	$757K	Buy	12,995 +2,628	+25%	+$153K	0.07%	176
2024 Q4	$603K	Sell	10,367 -22,257	-68%	-$1.3M	0.08%	141
2024 Q3	$1.93M	Buy	32,624 +2,743	+9%	+$161K	0.32%	56
2024 Q2	$1.73M	Sell	29,881 -538	-2%	-$31.1K	0.31%	58
2024 Q1	$1.77M	Sell	30,419 -3,256	-10%	-$189K	0.33%	56
2023 Q4	$1.96M	Sell	33,675 -48,752	-59%	-$2.82M	0.42%	49
2023 Q3	$4.75M	Sell	82,427 -40,979	-33%	-$2.36M	1.23%	30
2023 Q2	$7.22M	Hold	123,406	–	–	2.44%	14
2023 Q1	$7.22M	Sell	123,406 -30,674	-20%	-$1.78M	2.25%	15
2022 Q4	$8.9M	Buy	+154,080	New	+$8.9M	3.01%	9