Valley Financial 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	$3.48M	Sell	59,507 -1,306	-2%	-$76.7K	1.88%	10
2025 Q4	$3.57M	Sell	60,813 -6,535	-10%	-$384K	2.01%	9
2025 Q3	$3.96M	Sell	67,348 -5,241	-7%	-$307K	2.25%	11
2025 Q2	$4.27M	Sell	72,589 -121	-0.2%	-$7.09K	2.58%	11
2025 Q1	$4.27M	Sell	72,710 -362	-0.5%	-$21.1K	2.83%	11
2024 Q4	$4.25M	Sell	73,072 -919	-1%	-$53.6K	2.96%	11
2024 Q3	$4.37M	Sell	73,991 -141	-0.2%	-$8.26K	3.05%	12
2024 Q2	$4.3M	Sell	74,132 -2,148	-3%	-$124K	3.16%	10
2024 Q1	$4.43M	Sell	76,280 -1,434	-2%	-$83.4K	3.37%	10
2023 Q4	$4.53M	Buy	+77,714	New	+$4.49M	3.55%	10