Sage Financial Management 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
2026 Q1	$344K	Hold	5,879	–	–	0.11%	45
2025 Q4	$345K	Hold	5,879	–	–	0.11%	45
2025 Q3	$346K	Hold	5,879	–	–	0.11%	44
2025 Q2	$346K	Sell	5,879 -466	-7%	-$27.3K	0.12%	43
2025 Q1	$372K	Sell	6,345 -171	-3%	-$9.98K	0.14%	39
2024 Q4	$379K	Buy	6,516 +2,436	+60%	+$142K	0.14%	38
2024 Q3	$241K	Hold	4,080	–	–	0.09%	48
2024 Q2	$237K	Sell	4,080 -1,213	-23%	-$70.1K	0.72%	12
2024 Q1	$307K	Sell	5,293 -19,818	-79%	-$1.15M	0.15%	41
2023 Q4	$1.47M	Sell	25,111 -7,903	-24%	-$457K	0.79%	22
2023 Q3	$1.9M	Sell	33,014 -1,984	-6%	-$114K	1.14%	21
2023 Q2	$2.02M	Buy	34,998 +3,190	+10%	+$186K	12.13%	3
2023 Q1	$1.86M	Sell	31,808 -6,767	-18%	-$393K	1.5%	16
2022 Q4	$2.23M	Buy	+38,575	New	+$2.23M	1.56%	16
2021 Q4	–	Sell	-6,014	Closed	-$369K	–	31
2021 Q3	$369K	Buy	+6,014	New	+$370K	9.25%	3
2021 Q2	–	Sell	-172,296	Closed	-$10.6M	–	111
2021 Q1	$10.6M	Sell	172,296 -31,814	-16%	-$1.96M	8.16%	4
2020 Q4	$12.6M	Buy	+204,110	New	+$12.6M	9.86%	4