Whitegate Investment Counselors’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	$413K	Buy	7,060 +2,710	+62%	+$159K	0.13%	48
2025 Q4	$255K	Buy	4,350 +435	+11%	+$25.6K	0.08%	57
2025 Q3	$230K	Hold	3,915	–	–	0.08%	59
2025 Q2	$230K	Buy	3,915 +275	+8%	+$16.1K	0.08%	60
2025 Q1	$214K	Hold	3,640	–	–	0.08%	61
2024 Q4	$212K	Buy	+3,640	New	+$212K	0.07%	61
2021 Q4	–	Sell	-7,899	Closed	-$485K	–	205
2021 Q3	$485K	Sell	7,899 -3,500	-31%	-$215K	0.07%	159
2021 Q2	$700K	Buy	11,399 +555	+5%	+$34.1K	0.1%	144
2021 Q1	$667K	Sell	10,844 -260	-2%	-$16K	0.1%	138
2020 Q4	$684K	Buy	11,104 +4,500	+68%	+$279K	0.11%	132
2020 Q3	$410K	Buy	6,604 +2,454	+59%	+$152K	0.07%	152
2020 Q2	$258K	Buy	+4,150	New	+$258K	0.05%	172