Founders Financial Securities’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	$2.51M	Buy	42,928 +31,670	+281%	+$1.86M	0.14%	141
2025 Q4	$661K	Buy	11,258 +1,917	+21%	+$113K	0.04%	342
2025 Q3	$550K	Sell	9,341 -24,845	-73%	-$1.46M	0.04%	330
2025 Q2	$2.01M	Sell	34,186 -32,180	-48%	-$1.88M	0.15%	128
2025 Q1	$3.91M	Buy	66,366 +56,775	+592%	+$3.31M	0.33%	67
2024 Q4	$558K	Sell	9,591 -1,551	-14%	-$90.5K	0.05%	276
2024 Q3	$658K	Buy	11,142 +4,341	+64%	+$254K	0.06%	228
2024 Q2	$394K	Buy	6,801 +1,654	+32%	+$95.6K	0.04%	315
2024 Q1	$299K	Buy	5,147 +55	+1%	+$3.2K	0.03%	322
2023 Q4	$297K	Buy	+5,092	New	+$294K	0.03%	308
2023 Q3	–	Sell	-8,600	Closed	-$496K	–	352
2023 Q2	$496K	Buy	+8,600	New	+$501K	0.07%	214
2022 Q4	–	Sell	-4,899	Closed	-$283K	–	336
2022 Q3	$283K	Buy	+4,899	New	+$287K	0.05%	236
2022 Q1	–	Sell	-75,741	Closed	-$4.61M	–	287
2021 Q4	$4.61M	Buy	+75,741	New	+$4.63M	0.83%	27
2020 Q4	–	Sell	-20,188	Closed	-$1.25M	–	240
2020 Q3	$1.25M	Sell	20,188 -10,298	-34%	-$640K	0.4%	41
2020 Q2	$1.9M	Buy	+30,486	New	+$1.9M	0.61%	37