Valley Wealth Managers’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	$584K	Sell	9,975 -49	-0.5%	-$2.88K	0.04%	159
2025 Q4	$589K	Sell	10,024 -18	-0.2%	-$1.06K	0.04%	161
2025 Q3	$591K	Sell	10,042 -886	-8%	-$52K	0.04%	159
2025 Q2	$642K	Sell	10,928 -6	-0.1%	-$351	0.05%	146
2025 Q1	$642K	Sell	10,934 -32	-0.3%	-$1.87K	0.05%	142
2024 Q4	$638K	Sell	10,966 -143	-1%	-$8.35K	0.05%	145
2024 Q3	$656K	Buy	11,109 +113	+1%	+$6.62K	0.05%	144
2024 Q2	$638K	Buy	10,996 +203	+2%	+$11.7K	0.05%	145
2024 Q1	$627K	Buy	10,793 +461	+4%	+$26.8K	0.05%	137
2023 Q4	$603K	Sell	10,332 -380	-4%	-$22K	0.05%	137
2023 Q3	$617K	Sell	10,712 -4,602	-30%	-$265K	0.05%	138
2023 Q2	$884K	Buy	15,314 +1,764	+13%	+$103K	0.08%	110
2023 Q1	$793K	Buy	13,550 +3,750	+38%	+$218K	0.07%	112
2022 Q4	$567K	Buy	+9,800	New	+$566K	0.05%	121