Ullmann Wealth Partners 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	$23M	Buy	393,038 +61,087	+18%	+$3.59M	2.39%	11
2025 Q4	$19.5M	Buy	331,951 +86,759	+35%	+$5.1M	2.03%	12
2025 Q3	$14.4M	Buy	245,192 +30,051	+14%	+$1.76M	1.58%	14
2025 Q2	$12.6M	Buy	215,141 +25,724	+14%	+$1.51M	1.49%	14
2025 Q1	$11.1M	Sell	189,417 -327	-0.2%	-$19.1K	1.48%	14
2024 Q4	$11M	Buy	189,744 +2,588	+1%	+$151K	1.42%	13
2024 Q3	$11M	Buy	187,156 +7,826	+4%	+$458K	1.43%	13
2024 Q2	$10.4M	Buy	179,330 +7,556	+4%	+$437K	1.48%	14
2024 Q1	$9.97M	Buy	171,774 +6,096	+4%	+$354K	1.48%	14
2023 Q4	$9.66M	Buy	165,678 +7,476	+5%	+$432K	1.58%	14
2023 Q3	$9.11M	Buy	158,202 +111,376	+238%	+$6.42M	1.7%	14
2023 Q2	$2.7M	Buy	+46,826	New	+$2.73M	0.54%	29