Mission 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
2026 Q1	$226K	Sell	3,868 -63	-2%	-$3.7K	﹤0.01%	675
2025 Q4	$231K	Hold	3,931	–	–	﹤0.01%	660
2025 Q3	$231K	Buy	3,931 +238	+6%	+$14K	﹤0.01%	642
2025 Q2	$217K	Sell	3,693 -158	-4%	-$9.26K	﹤0.01%	650
2025 Q1	$226K	Buy	+3,851	New	+$225K	0.01%	616
2024 Q2	–	Sell	-7,223	Closed	-$419K	–	735
2024 Q1	$419K	Sell	7,223 -1,178	-14%	-$68.5K	0.01%	477
2023 Q4	$490K	Sell	8,401 -7,953	-49%	-$460K	0.02%	377
2023 Q3	$942K	Sell	16,354 -9,394	-36%	-$541K	0.04%	229
2023 Q2	$1.49M	Sell	25,748 -7,725	-23%	-$450K	0.06%	169
2023 Q1	$1.96M	Sell	33,473 -1,111,308	-97%	-$64.5M	0.08%	136
2022 Q4	$66.2M	Buy	+1,144,781	New	+$66.1M	3.2%	7