Monumental Financial Group’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
2024 Q3	$217K	Sell	3,674 -9,054	-71%	-$530K	0.08%	42
2024 Q2	$738K	Sell	12,728 -151,323	-92%	-$8.74M	0.32%	36
2024 Q1	$9.53M	Buy	164,051 +13,117	+9%	+$763K	5.07%	8
2023 Q4	$8.8M	Sell	150,934 -53,452	-26%	-$3.09M	5.25%	8
2023 Q3	$11.8M	Buy	204,386 +13,856	+7%	+$799K	7.84%	5
2023 Q2	$11M	Buy	190,530 +1,168	+0.6%	+$68K	7.4%	5
2023 Q1	$11.1M	Buy	189,362 +5,894	+3%	+$342K	7.93%	2
2022 Q4	$10.6M	Buy	183,468 +9,280	+5%	+$536K	8.56%	2
2022 Q3	$10.1M	Buy	174,188 +1,570	+0.9%	+$91.9K	9.53%	2
2022 Q2	$10.2M	Buy	172,618 +3,629	+2%	+$214K	9.34%	2
2022 Q1	$10M	Buy	168,989 +160,456	+1,880%	+$9.64M	8.28%	4
2021 Q4	$519K	Sell	8,533 -664	-7%	-$40.6K	0.37%	18
2021 Q3	$565K	Buy	9,197 +2,253	+32%	+$138K	0.45%	16
2021 Q2	$427K	Sell	6,944 -732	-10%	-$45K	0.37%	18
2021 Q1	$472K	Buy	+7,676	New	+$473K	0.45%	42