Petra 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	$503K	Buy	8,586 +69	+0.8%	+$4.05K	0.31%	78
2025 Q4	$500K	Buy	8,517 +87	+1%	+$5.11K	0.29%	88
2025 Q3	$496K	Sell	8,430 -22	-0.3%	-$1.29K	0.29%	91
2025 Q2	$497K	Sell	8,452 -40	-0.5%	-$2.34K	0.32%	85
2025 Q1	$498K	Hold	8,492	–	–	0.41%	57
2024 Q4	$494K	Hold	8,492	–	–	0.34%	83
2024 Q3	$501K	Hold	8,492	–	–	0.33%	83
2024 Q2	$492K	Hold	8,492	–	–	0.35%	77
2024 Q1	$493K	Hold	8,492	–	–	0.36%	78
2023 Q4	$495K	Hold	8,492	–	–	0.41%	72
2023 Q3	$489K	Hold	8,492	–	–	0.41%	69
2023 Q2	$490K	Buy	+8,492	New	+$494K	0.44%	68
2023 Q1	–	Sell	-10,287	Closed	-$595K	–	103
2022 Q4	$595K	Buy	+10,287	New	+$594K	0.65%	43