Forvis Mazars Wealth Advisors’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	$245K	Buy	+4,179	New	+$245K	﹤0.01%	379
2024 Q4	–	Sell	-11,370	Closed	-$671K	–	433
2024 Q3	$671K	Buy	11,370 +114	+1%	+$6.68K	0.02%	273
2024 Q2	$653K	Sell	11,256 -2,096	-16%	-$121K	0.02%	248
2024 Q1	$775K	Sell	13,352 -939	-7%	-$54.6K	0.02%	238
2023 Q4	$834K	Sell	14,291 -11,968	-46%	-$692K	0.02%	221
2023 Q3	$1.51M	Sell	26,259 -20,771	-44%	-$1.2M	0.05%	174
2023 Q2	$2.72M	Buy	47,030 +2,790	+6%	+$162K	0.08%	143
2023 Q1	$2.59M	Sell	44,240 -4,478	-9%	-$260K	0.08%	128
2022 Q4	$2.82M	Buy	48,718 +15,101	+45%	+$872K	0.1%	115
2022 Q3	$1.94M	Buy	33,617 +19,518	+138%	+$1.14M	0.08%	140
2022 Q2	$830K	Buy	+14,099	New	+$832K	0.03%	203