Stokes Family Office’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	$2.89M	Sell	49,394 -5,180	-9%	-$304K	0.3%	84
2025 Q4	$3.21M	Sell	54,574 -50,741	-48%	-$2.98M	0.29%	77
2025 Q3	$6.2M	Buy	+105,315	New	+$6.18M	0.59%	44
2025 Q1	–	Sell	-7,415	Closed	-$431K	–	254
2024 Q4	$431K	Sell	7,415 -20	-0.3%	-$1.17K	0.05%	173
2024 Q3	$439K	Sell	7,435 -20	-0.3%	-$1.17K	0.05%	166
2024 Q2	$432K	Buy	7,455 +20	+0.3%	+$1.16K	0.05%	162
2024 Q1	$432K	Hold	7,435	–	–	0.05%	157
2023 Q4	$434K	Sell	7,435 -500	-6%	-$28.9K	0.06%	151
2023 Q3	$457K	Sell	7,935 -4,465	-36%	-$257K	0.05%	196
2023 Q2	$716K	Sell	12,400 -3,500	-22%	-$204K	0.08%	151
2023 Q1	$931K	Buy	15,900 +900	+6%	+$52.3K	0.12%	123
2022 Q4	$867K	Buy	+15,000	New	+$867K	0.11%	115