Independent Advisor Alliance’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	$5.07M	Buy	86,555 +57,073	+194%	+$3.35M	0.05%	312
2025 Q4	$1.73M	Sell	29,482 -4,047	-12%	-$238K	0.04%	337
2025 Q3	$1.97M	Buy	33,529 +6,961	+26%	+$408K	0.05%	299
2025 Q2	$1.56M	Sell	26,568 -2,377	-8%	-$139K	0.05%	329
2025 Q1	$1.7M	Sell	28,945 -346,478	-92%	-$20.2M	0.06%	282
2024 Q4	$21.8M	Buy	+375,423	New	+$21.9M	0.29%	71
2024 Q2	–	Sell	-4,562	Closed	-$265K	–	750
2024 Q1	$265K	Buy	4,562 +803	+21%	+$46.7K	0.01%	602
2023 Q4	$217K	Hold	3,759	–	–	0.01%	626
2023 Q3	$217K	Buy	3,759 +172	+5%	+$9.91K	0.01%	594
2023 Q2	$207K	Buy	+3,587	New	+$209K	0.01%	611
2023 Q1	–	Sell	-3,744	Closed	-$216K	–	702
2022 Q4	$216K	Buy	+3,744	New	+$216K	0.07%	142
2020 Q1	–	Sell	-37,030	Closed	-$2.25M	–	844
2019 Q4	$2.25M	Buy	+37,030	New	+$2.25M	0.1%	223