Mosaic Family Wealth Partners’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	$2.15M	Sell	36,667 -3,059	-8%	-$180K	0.22%	64
2025 Q4	$2.33M	Sell	39,726 -3,976	-9%	-$234K	0.26%	53
2025 Q3	$2.57M	Buy	43,702 +5,100	+13%	+$299K	0.3%	43
2025 Q2	$2.27M	Sell	38,602 -136	-0.4%	-$7.97K	0.29%	45
2025 Q1	$2.27M	Buy	38,738 +7,983	+26%	+$466K	0.32%	37
2024 Q4	$1.79M	Buy	30,755 +1,486	+5%	+$86.7K	0.26%	43
2024 Q3	$1.73M	Buy	29,269 +3,077	+12%	+$180K	0.26%	44
2024 Q2	$1.52M	Buy	26,192 +782	+3%	+$45.2K	0.24%	50
2024 Q1	$1.48M	Buy	25,410 +10,164	+67%	+$591K	0.24%	47
2023 Q4	$889K	Sell	15,246 -1,543	-9%	-$89.2K	0.15%	78
2023 Q3	$967K	Sell	16,789 -273	-2%	-$15.7K	0.19%	58
2023 Q2	$985K	Sell	17,062 -465	-3%	-$27.1K	0.19%	59
2023 Q1	$1.03M	Buy	17,527 +1,358	+8%	+$78.8K	0.21%	55
2022 Q4	$935K	Buy	+16,169	New	+$934K	0.26%	62