Institutional & Family Asset Management’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
2024 Q2	$65.2K	Hold	1,124	–	–	0.01%	217
2024 Q1	$65.3K	Hold	1,124	–	–	0.01%	218
2023 Q4	$65.6K	Hold	1,124	–	–	0.01%	214
2023 Q3	$64.7K	Hold	1,124	–	–	0.01%	205
2023 Q2	$64.9K	Hold	1,124	–	–	0.01%	210
2023 Q1	$65.8K	Hold	1,124	–	–	0.01%	203
2022 Q4	$65K	Hold	1,124	–	–	0.01%	201
2022 Q3	$65K	Hold	1,124	–	–	0.01%	203
2022 Q2	$66K	Hold	1,124	–	–	0.01%	203
2022 Q1	$67K	Hold	1,124	–	–	0.01%	230
2021 Q4	$68K	Hold	1,124	–	–	0.01%	242
2021 Q3	$69K	Hold	1,124	–	–	0.01%	283
2021 Q2	$69K	Hold	1,124	–	–	0.01%	295
2021 Q1	$69K	Hold	1,124	–	–	0.01%	308
2020 Q4	$69K	Buy	1,124 +724	+181%	+$44.9K	0.01%	288
2020 Q3	$25K	Hold	400	–	–	0.01%	378
2020 Q2	$25K	Hold	400	–	–	0.01%	379
2020 Q1	$25K	Hold	400	–	–	0.01%	347
2019 Q4	$24K	Hold	400	–	–	0.01%	411
2019 Q3	$24K	Hold	400	–	–	0.01%	381
2019 Q2	$24K	Buy	400 +42	+12%	+$2.54K	0.01%	400
2019 Q1	$22K	Hold	358	–	–	﹤0.01%	423
2018 Q4	$22K	Hold	358	–	–	0.01%	398
2018 Q3	$21K	Sell	358 -2	-0.6%	-$120	﹤0.01%	437
2018 Q2	$22K	Sell	360 -9	-2%	-$539	﹤0.01%	431
2018 Q1	$22K	Buy	+369	New	+$22.2K	﹤0.01%	408