Kingsview Wealth 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
2025 Q3	–	Sell	-3,748	Closed	-$220K	–	1296
2025 Q2	$220K	Sell	3,748 -8,330	-69%	-$488K	﹤0.01%	1071
2025 Q1	$709K	Buy	+12,078	New	+$705K	0.01%	625
2024 Q3	–	Sell	-3,449	Closed	-$200K	–	1161
2024 Q2	$200K	Sell	3,449 -48	-1%	-$2.77K	﹤0.01%	993
2024 Q1	$203K	Sell	3,497 -17	-0.5%	-$989	0.01%	966
2023 Q4	$205K	Buy	+3,514	New	+$203K	0.01%	898
2022 Q1	–	Sell	-4,152	Closed	-$253K	–	1022
2021 Q4	$253K	Hold	4,152	–	–	0.01%	792
2021 Q3	$255K	Sell	4,152 -163	-4%	-$10K	0.01%	730
2021 Q2	$265K	Hold	4,315	–	–	0.01%	740
2021 Q1	$265K	Buy	+4,315	New	+$266K	0.02%	681
2017 Q3	–	Sell	-5,851	Closed	-$356K	–	420
2017 Q2	$356K	Sell	5,851 -68	-1%	-$4.13K	0.18%	158
2017 Q1	$360K	Buy	+5,919	New	+$360K	0.21%	142