Lifeworks 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	$678K	Sell	11,578 -3,254	-22%	-$191K	0.09%	161
2025 Q4	$871K	Sell	14,832 -242	-2%	-$14.2K	0.11%	151
2025 Q3	$887K	Sell	15,074 -1,160	-7%	-$68.1K	0.12%	141
2025 Q2	$954K	Buy	16,234 +1,785	+12%	+$105K	0.14%	130
2025 Q1	$848K	Sell	14,449 -8,328	-37%	-$486K	0.14%	138
2024 Q4	$1.33M	Buy	22,777 +2,701	+13%	+$158K	0.24%	103
2024 Q3	$1.18M	Buy	20,076 +3,000	+18%	+$176K	0.23%	103
2024 Q2	$990K	Sell	17,076 -3,557	-17%	-$206K	0.28%	86
2024 Q1	$1.2M	Sell	20,633 -5,977	-22%	-$348K	0.34%	82
2023 Q4	$1.55M	Buy	26,610 +8,162	+44%	+$472K	0.54%	62
2023 Q3	$1.06M	Buy	+18,448	New	+$1.06M	0.41%	80