Wells 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	$457K	Sell	7,810 -1,930	-20%	-$113K	2.08%	18
2025 Q4	$572K	Sell	9,740 -8,942	-48%	-$526K	1.09%	21
2025 Q3	$1.1M	Sell	18,682 -25,699	-58%	-$1.51M	1.47%	20
2025 Q2	$2.61M	Sell	44,381 -7,687	-15%	-$450K	3.58%	10
2025 Q1	$3.06M	Sell	52,068 -1,299	-2%	-$75.8K	4.21%	8
2024 Q4	$3.1M	Sell	53,367 -3,021	-5%	-$176K	4.23%	8
2024 Q3	$3.33M	Sell	56,388 -107,085	-66%	-$6.27M	4.5%	6
2024 Q2	$9.48M	Sell	163,473 -21,353	-12%	-$1.23M	6.24%	4
2024 Q1	$10.7M	Sell	184,826 -4,743	-3%	-$276K	7.31%	4
2023 Q4	$11.1M	Sell	189,569 -6,080	-3%	-$351K	8.03%	4
2023 Q3	$11.3M	Sell	195,649 -2,488	-1%	-$143K	8.76%	3
2023 Q2	$11.4M	Buy	198,137 +77,464	+64%	+$4.51M	8.64%	3
2023 Q1	$7.06M	Sell	120,673 -3,766	-3%	-$219K	5.63%	6
2022 Q4	$7.2M	Buy	124,439 +121,984	+4,969%	+$7.05M	5.95%	6
2022 Q3	$142K	Buy	+2,455	New	+$144K	0.14%	38