McClarren Financial 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	$310K	Buy	5,297 +5,180	+4,427%	+$304K	0.18%	65
2025 Q4	$391K	Sell	117 -8,367	-99%	-$492K	0.23%	53
2025 Q3	$499K	Sell	8,484 -2,382	-22%	-$140K	0.31%	46
2025 Q2	$639K	Sell	10,866 -23	-0.2%	-$1.35K	0.42%	44
2025 Q1	$639K	Buy	10,889 +6,495	+148%	+$379K	0.42%	40
2024 Q4	$255K	Buy	4,394 +3,464	+372%	+$202K	0.72%	24
2024 Q3	$54	Buy	930 +873	+1,532%	+$51.1K	0.01%	118
2024 Q2	$53K	Sell	57 -855	-94%	-$49.4K	0.04%	143
2024 Q1	$53K	Buy	912 +52	+6%	+$3.02K	0.04%	139
2023 Q4	$50K	Buy	860 +11	+1%	+$636	0.04%	157
2023 Q3	$48K	Sell	849 -11	-1%	-$634	0.04%	149
2023 Q2	$49K	Buy	860 +25	+3%	+$1.46K	0.04%	153
2023 Q1	$48K	Buy	835 +3	+0.4%	+$174	0.04%	147
2022 Q4	$48K	Sell	832 -420	-34%	-$24.3K	0.05%	151
2022 Q3	$72K	Buy	+1,252	New	+$73.3K	0.07%	106
2022 Q2	–	Sell	-2,891	Closed	-$169K	–	268
2022 Q1	$169K	Sell	2,891 -1,222	-30%	-$73.4K	0.12%	65
2021 Q4	$251K	Buy	+4,113	New	+$252K	0.17%	56