Summit Wealth Partners’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	$1.5M	Buy	25,571 +275	+1%	+$16.1K	0.24%	78
2025 Q4	$1.49M	Sell	25,296 -693	-3%	-$40.7K	0.27%	63
2025 Q3	$1.53M	Sell	25,989 -397	-2%	-$23.3K	0.28%	65
2025 Q2	$1.55M	Sell	26,386 -5,112	-16%	-$299K	0.3%	61
2025 Q1	$1.85M	Sell	31,498 -1,330	-4%	-$77.6K	0.38%	51
2024 Q4	$1.91M	Sell	32,828 -2,774	-8%	-$162K	0.39%	52
2024 Q3	$2.1M	Buy	35,602 +1,217	+4%	+$71.3K	0.4%	52
2024 Q2	$1.99M	Buy	34,385 +1,884	+6%	+$109K	0.41%	49
2024 Q1	$1.89M	Buy	32,501 +2,952	+10%	+$172K	0.4%	45
2023 Q4	$1.72M	Buy	29,549 +4,561	+18%	+$264K	0.4%	46
2023 Q3	$1.44M	Buy	24,988 +10,194	+69%	+$588K	0.37%	50
2023 Q2	$854K	Buy	14,794 +1,714	+13%	+$99.8K	0.21%	76
2023 Q1	$766K	Buy	13,080 +9,460	+261%	+$549K	0.2%	83
2022 Q4	$209K	Buy	+3,620	New	+$209K	0.06%	170