Retirement Planning Group (Kansas)’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	$57.3M	Sell	979,118 -222,774	-19%	-$13.1M	1.78%	13
2025 Q4	$70.6M	Buy	1,201,892 +58,593	+5%	+$3.44M	2.32%	13
2025 Q3	$67.3M	Buy	1,143,299 +1,056,439	+1,216%	+$62M	2.34%	13
2025 Q2	$5.11M	Sell	86,860 -18,497	-18%	-$1.08M	0.22%	43
2025 Q1	$6.18M	Sell	105,357 -6,688	-6%	-$390K	0.29%	34
2024 Q4	$6.52M	Sell	112,045 -3,964	-3%	-$231K	0.33%	34
2024 Q3	$6.85M	Sell	116,009 -2,813	-2%	-$165K	0.37%	36
2024 Q2	$6.89M	Sell	118,822 -1,522	-1%	-$87.9K	0.44%	29
2024 Q1	$6.99M	Buy	+120,344	New	+$7M	0.54%	27
2022 Q2	–	Sell	-4,030	Closed	-$239K	–	134
2022 Q1	$239K	Sell	4,030 -1,557	-28%	-$93.5K	0.03%	96
2021 Q4	$340K	Sell	5,587 -1,241	-18%	-$75.9K	0.03%	82
2021 Q3	$419K	Sell	6,828 -14,952	-69%	-$919K	0.05%	60
2021 Q2	$1.34M	Buy	+21,780	New	+$1.34M	0.15%	38