Everett Harris & Co’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	$5.23M	Buy	89,380 +18,500	+26%	+$1.09M	0.07%	78
2025 Q4	$4.16M	Buy	70,880 +20,080	+40%	+$1.18M	0.05%	87
2025 Q3	$2.99M	Buy	+50,800	New	+$2.98M	0.04%	93
2022 Q4	–	Sell	-21,400	Closed	-$1.24M	–	267
2022 Q3	$1.24M	Sell	21,400 -205	-0.9%	-$12K	0.02%	112
2022 Q2	$1.27M	Sell	21,605 -60	-0.3%	-$3.54K	0.02%	117
2022 Q1	$1.28M	Buy	21,665 +60	+0.3%	+$3.6K	0.02%	123
2021 Q4	$1.31M	Sell	21,605 -900	-4%	-$55K	0.02%	126
2021 Q3	$1.38M	Sell	22,505 -390	-2%	-$24K	0.02%	120
2021 Q2	$1.41M	Buy	22,895 +1,605	+8%	+$98.7K	0.02%	121
2021 Q1	$1.31M	Hold	21,290	–	–	0.02%	122
2020 Q4	$1.31M	Hold	21,290	–	–	0.02%	113
2020 Q3	$1.32M	Buy	+21,290	New	+$1.32M	0.03%	110