Truepoint Inc’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	$4.5M	Buy	76,849 +1,216	+2%	+$71.4K	0.1%	39
2025 Q4	$4.44M	Buy	75,633 +6,894	+10%	+$405K	0.1%	39
2025 Q3	$4.05M	Buy	68,739 +3,057	+5%	+$179K	0.09%	39
2025 Q2	$3.86M	Buy	65,682 +5,641	+9%	+$330K	0.1%	37
2025 Q1	$3.52M	Buy	60,041 +296	+0.5%	+$17.3K	0.1%	35
2024 Q4	$3.48M	Sell	59,745 -1,311	-2%	-$76.5K	0.09%	39
2024 Q3	$3.6M	Sell	61,056 -13,614	-18%	-$797K	0.1%	37
2024 Q2	$4.33M	Sell	74,670 -14,074	-16%	-$813K	0.12%	33
2024 Q1	$5.15M	Buy	88,744 +36,133	+69%	+$2.1M	0.15%	32
2023 Q4	$3.07M	Buy	52,611 +16,011	+44%	+$925K	0.09%	46
2023 Q3	$2.11M	Buy	+36,600	New	+$2.11M	0.07%	53
2023 Q2	–	Sell	-29,187	Closed	-$1.71M	–	151
2023 Q1	$1.71M	Sell	29,187 -75,057	-72%	-$4.36M	0.06%	51
2022 Q4	$6.03M	Buy	+104,244	New	+$6.02M	0.22%	30
2022 Q3	–	Sell	-25,738	Closed	-$1.51M	–	170
2022 Q2	$1.51M	Buy	+25,738	New	+$1.52M	0.08%	51