Verus Financial 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	$1.56M	Sell	26,690 -3,844	-13%	-$226K	0.14%	39
2025 Q4	$1.79M	Sell	30,534 -76	-0.2%	-$4.47K	0.17%	36
2025 Q3	$1.8M	Sell	30,610 -72	-0.2%	-$4.22K	0.17%	35
2025 Q2	$1.79M	Sell	30,682 -175	-0.6%	-$10.3K	0.18%	33
2025 Q1	$1.81M	Buy	30,857 +1,693	+6%	+$98.8K	0.21%	27
2024 Q4	$1.69M	Sell	29,164 -2,245	-7%	-$131K	0.19%	28
2024 Q3	$1.85M	Sell	31,409 -2,488	-7%	-$146K	0.2%	27
2024 Q2	$1.97M	Sell	33,897 -1,731	-5%	-$100K	0.23%	25
2024 Q1	$2.07M	Sell	35,628 -20	-0.1%	-$1.16K	0.24%	25
2023 Q4	$2.08M	Buy	35,648 +25,022	+235%	+$1.45M	0.26%	24
2023 Q3	$611K	Buy	+10,626	New	+$612K	0.08%	50
2020 Q3	–	Sell	-17,560	Closed	-$1.09M	–	203
2020 Q2	$1.09M	Sell	17,560 -3,588	-17%	-$223K	0.24%	23
2020 Q1	$1.32M	Buy	+21,148	New	+$1.3M	0.4%	21