Websterrogers Financial Advisors’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	$13.7M	Buy	233,326 +5,260	+2%	+$309K	3.91%	11
2025 Q4	$13.4M	Buy	228,066 +11,463	+5%	+$674K	3.89%	10
2025 Q3	$12.7M	Buy	216,603 +13,835	+7%	+$812K	3.82%	10
2025 Q2	$11.9M	Buy	202,768 +2,166	+1%	+$127K	3.79%	10
2025 Q1	$11.8M	Sell	200,602 -6,465	-3%	-$377K	4.02%	9
2024 Q4	$12M	Buy	207,067 +3,204	+2%	+$187K	4.18%	8
2024 Q3	$12M	Sell	203,863 -11,968	-6%	-$701K	4.21%	8
2024 Q2	$12.5M	Buy	215,831 +17,713	+9%	+$1.02M	4.46%	8
2024 Q1	$11.5M	Buy	198,118 +165,880	+515%	+$9.65M	4.09%	8
2023 Q4	$1.88M	Hold	32,238	–	–	0.78%	24
2023 Q3	$1.86M	Hold	32,238	–	–	0.82%	24
2023 Q2	$1.86M	Buy	+32,238	New	+$1.88M	0.81%	25
2022 Q3	–	Sell	-32,238	Closed	-$1.9M	–	58
2022 Q2	$1.9M	Buy	+32,238	New	+$1.9M	0.93%	16