Evensky & Katz’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	$77.6M	Buy	1,324,856 +58,687	+5%	+$3.44M	4.41%	7
2025 Q4	$74.4M	Buy	1,266,169 +45,213	+4%	+$2.66M	4.2%	8
2025 Q3	$71.9M	Buy	1,220,956 +45,307	+4%	+$2.66M	4.17%	8
2025 Q2	$69.1M	Buy	1,175,649 +17,816	+2%	+$1.04M	4.22%	8
2025 Q1	$68M	Buy	1,157,833 +25,235	+2%	+$1.47M	4.56%	7
2024 Q4	$65.9M	Buy	1,132,598 +46,246	+4%	+$2.7M	4.31%	7
2024 Q3	$64.1M	Buy	1,086,352 +28,100	+3%	+$1.65M	4.17%	8
2024 Q2	$61.4M	Sell	1,058,252 -3,009	-0.3%	-$174K	4.27%	7
2024 Q1	$61.6M	Sell	1,061,261 -28,948	-3%	-$1.68M	4.35%	7
2023 Q4	$63.6M	Buy	1,090,209 +64,365	+6%	+$3.72M	4.78%	7
2023 Q3	$59.1M	Buy	1,025,844 +6,311	+0.6%	+$364K	5.05%	6
2023 Q2	$58.9M	Buy	1,019,533 +438,833	+76%	+$25.6M	4.46%	7
2023 Q1	$34M	Buy	580,700 +22,097	+4%	+$1.28M	2.74%	12
2022 Q4	$32.3M	Buy	+558,603	New	+$32.3M	2.91%	11
2020 Q2	–	Sell	-33	Closed	-$2K	–	99
2020 Q1	$2K	Sell	33 -17	-34%	-$1.04K	﹤0.01%	99
2019 Q4	$3K	Sell	50 -1,268	-96%	-$77.2K	﹤0.01%	99
2019 Q3	$80K	Buy	1,318 +681	+107%	+$41.5K	0.01%	91
2019 Q2	$39K	Sell	637 -1,724	-73%	-$104K	0.01%	94
2019 Q1	$142K	Sell	2,361 -1,411	-37%	-$84.9K	0.02%	86
2018 Q4	$225K	Hold	3,772	–	–	0.04%	53
2018 Q3	$225K	Buy	3,772 +3,721	+7,296%	+$223K	0.03%	44
2018 Q2	$3K	Buy	+51	New	+$3.05K	﹤0.01%	60
2018 Q1	–	Sell	-2,633	Closed	-$158K	–	64
2017 Q4	$158K	Buy	2,633 +508	+24%	+$30.7K	0.03%	37
2017 Q3	$129K	Buy	+2,125	New	+$129K	0.02%	39