Sowell Financial Services’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	$510K	Sell	8,707 -53	-0.6%	-$3.11K	0.02%	630
2025 Q4	$514K	Buy	8,760 +393	+5%	+$23.1K	0.02%	636
2025 Q3	$492K	Sell	8,367 -27,073	-76%	-$1.59M	0.02%	635
2025 Q2	$2.08M	Buy	35,440 +3,570	+11%	+$209K	0.08%	253
2025 Q1	$1.87M	Buy	31,870 +9,068	+40%	+$529K	0.09%	252
2024 Q4	$1.33M	Buy	22,802 +11,858	+108%	+$692K	0.07%	268
2024 Q3	$646K	Sell	10,944 -18,043	-62%	-$1.06M	0.03%	414
2024 Q2	$1.68M	Sell	28,987 -24,547	-46%	-$1.42M	0.08%	254
2024 Q1	$3.11M	Sell	53,534 -1,116	-2%	-$64.9K	0.15%	160
2023 Q4	$3.19M	Sell	54,650 -29,076	-35%	-$1.68M	0.17%	142
2023 Q3	$4.82M	Buy	83,726 +27,212	+48%	+$1.57M	0.3%	86
2023 Q2	$3.26M	Buy	+56,514	New	+$3.29M	0.18%	132
2023 Q1	–	Sell	-64,960	Closed	-$3.76M	–	843
2022 Q4	$3.76M	Buy	64,960 +44,944	+225%	+$2.6M	0.24%	108
2022 Q3	$1.16M	Buy	+20,016	New	+$1.17M	0.12%	221
2022 Q1	–	Sell	-20,765	Closed	-$1.26M	–	510
2021 Q4	$1.26M	Sell	20,765 -876	-4%	-$53.6K	0.07%	290
2021 Q3	$1.33M	Buy	21,641 +5,433	+34%	+$334K	0.09%	250
2021 Q2	$996K	Buy	16,208 +2,128	+15%	+$131K	0.07%	303
2021 Q1	$866K	Buy	14,080 +2,681	+24%	+$165K	0.03%	456
2020 Q4	$702K	Buy	11,399 +3,564	+45%	+$221K	0.03%	424
2020 Q3	$487K	Buy	7,835 +3,298	+73%	+$205K	0.02%	474
2020 Q2	$282K	Buy	4,537 +2,551	+128%	+$159K	0.02%	618
2020 Q1	$124K	Buy	1,986 +915	+85%	+$56.2K	0.01%	783
2019 Q4	$65K	Buy	1,071 +113	+12%	+$6.88K	0.01%	1060
2019 Q3	$58K	Buy	+958	New	+$58.3K	﹤0.01%	965
2018 Q4	–	Sell	-22,103	Closed	-$1.74M	–	537
2018 Q3	$1.74M	Buy	+22,103	New	+$1.32M	0.25%	77