Wolff Financial Management’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	$28M	Buy	478,050 +19,616	+4%	+$1.15M	6.18%	8
2025 Q4	$26.9M	Buy	458,434 +19,883	+5%	+$1.17M	6.06%	8
2025 Q3	$25.8M	Buy	438,551 +76,815	+21%	+$4.51M	5.99%	8
2025 Q2	$21.3M	Buy	361,736 +11,869	+3%	+$695K	5.49%	9
2025 Q1	$20.5M	Buy	349,867 +15,851	+5%	+$925K	5.69%	9
2024 Q4	$19.4M	Buy	334,016 +21,689	+7%	+$1.27M	5.39%	9
2024 Q3	$18.4M	Buy	312,327 +17,541	+6%	+$1.03M	5.01%	9
2024 Q2	$17.1M	Buy	294,786 +8,364	+3%	+$483K	12.62%	4
2024 Q1	$16.6M	Buy	286,422 +2,015	+0.7%	+$117K	4.85%	9
2023 Q4	$16.6M	Buy	284,407 +29,040	+11%	+$1.68M	5.12%	9
2023 Q3	$14.7M	Buy	255,367 +12,651	+5%	+$729K	5.02%	9
2023 Q2	$14M	Buy	242,716 +33,380	+16%	+$1.94M	12.21%	4
2023 Q1	$12.3M	Buy	209,336 +31,949	+18%	+$1.86M	4.27%	9
2022 Q4	$10.3M	Buy	+177,387	New	+$10.2M	3.79%	10