Robertson Stephens 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	$5M	Sell	85,420 -9,216	-10%	-$541K	0.14%	125
2025 Q4	$5.56M	Buy	94,636 +14,653	+18%	+$861K	0.16%	114
2025 Q3	$4.71M	Sell	79,983 -6,747	-8%	-$396K	0.14%	107
2025 Q2	$5.1M	Sell	86,730 -37,429	-30%	-$2.19M	0.18%	103
2025 Q1	$7.29M	Buy	124,159 +16,311	+15%	+$952K	0.27%	77
2024 Q4	$6.27M	Buy	107,848 +22,276	+26%	+$1.3M	0.22%	89
2024 Q3	$5.05M	Sell	85,572 -19,171	-18%	-$1.12M	0.19%	110
2024 Q2	$6.07M	Buy	104,743 +79,569	+316%	+$4.6M	0.32%	58
2024 Q1	$1.46M	Sell	25,174 -7,575	-23%	-$440K	0.08%	185
2023 Q4	$1.91M	Sell	32,749 -67,685	-67%	-$3.91M	0.12%	144
2023 Q3	$5.78M	Buy	100,434 +68,969	+219%	+$3.97M	0.39%	54
2023 Q2	$1.82M	Buy	31,465 +24,970	+384%	+$1.45M	0.13%	139
2023 Q1	$380K	Sell	6,495 -13,768	-68%	-$799K	0.03%	332
2022 Q4	$1.17M	Buy	+20,263	New	+$1.17M	0.11%	161
2020 Q3	–	Sell	-4,491	Closed	-$279K	–	249
2020 Q2	$279K	Buy	4,491 +482	+12%	+$30K	0.08%	148
2020 Q1	$250K	Buy	+4,009	New	+$246K	0.09%	154