Lloyd Advisory Services’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	$103K	Sell	1,759 -3,830	-69%	-$225K	0.03%	203
2025 Q4	$328K	Sell	5,589 -215	-4%	-$12.6K	0.13%	75
2025 Q3	$342K	Sell	5,804 -596	-9%	-$35K	0.16%	63
2025 Q2	$376K	Buy	6,400 +1,055	+20%	+$61.8K	0.18%	60
2025 Q1	$314K	Sell	5,345 -5,323	-50%	-$311K	0.16%	68
2024 Q4	$621K	Buy	10,668 +860	+9%	+$50.2K	0.29%	48
2024 Q3	$579K	Sell	9,808 -3,204	-25%	-$188K	0.28%	49
2024 Q2	$755K	Buy	+13,012	New	+$752K	0.36%	45
2024 Q1	–	Sell	-4,259	Closed	-$248K	–	184
2023 Q4	$248K	Buy	+4,259	New	+$246K	0.12%	110
2022 Q3	–	Sell	-12,061	Closed	-$711K	–	75
2022 Q2	$711K	Buy	12,061 +6,562	+119%	+$387K	0.55%	26
2022 Q1	$326K	Sell	5,499 -26	-0.5%	-$1.56K	0.15%	64
2021 Q4	$336K	Buy	5,525 +515	+10%	+$31.5K	0.15%	56
2021 Q3	$308K	Buy	5,010 +1,082	+28%	+$66.5K	0.16%	51
2021 Q2	$241K	Sell	3,928 -615	-14%	-$37.8K	0.12%	67
2021 Q1	$279K	Buy	4,543 +1,705	+60%	+$105K	0.15%	48
2020 Q4	$175K	Buy	2,838 +345	+14%	+$21.4K	0.1%	60
2020 Q3	$155K	Sell	2,493 -36	-1%	-$2.24K	0.09%	62
2020 Q2	$157K	Sell	2,529 -3,116	-55%	-$194K	0.1%	65
2020 Q1	$352K	Buy	5,645 +841	+18%	+$51.6K	0.26%	32
2019 Q4	$292K	Buy	+4,804	New	+$292K	0.27%	54