Zhang Financial’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	$2.29M	Buy	39,188 +3,702	+10%	+$217K	0.08%	117
2025 Q4	$2.08M	Buy	35,486 +2,528	+8%	+$149K	0.08%	121
2025 Q3	$1.94M	Buy	32,958 +217	+0.7%	+$12.7K	0.08%	126
2025 Q2	$1.92M	Sell	32,741 -472	-1%	-$27.6K	0.09%	114
2025 Q1	$1.95M	Buy	33,213 +3,414	+11%	+$199K	0.1%	110
2024 Q4	$1.73M	Buy	+29,799	New	+$1.74M	0.1%	110
2023 Q4	–	Sell	-7,489	Closed	-$431K	–	260
2023 Q3	$431K	Sell	7,489 -5,601	-43%	-$323K	0.04%	175
2023 Q2	$756K	Sell	13,090 -12,171	-48%	-$709K	0.08%	138
2023 Q1	$1.48M	Sell	25,261 -14,240	-36%	-$827K	0.17%	73
2022 Q4	$2.28M	Buy	39,501 +20,291	+106%	+$1.17M	0.29%	58
2022 Q3	$1.11M	Buy	19,210 +4,069	+27%	+$238K	0.17%	74
2022 Q2	$891K	Buy	15,141 +9,380	+163%	+$553K	0.14%	84
2022 Q1	$342K	Buy	5,761 +1,049	+22%	+$63K	0.06%	172
2021 Q4	$287K	Buy	4,712 +318	+7%	+$19.4K	0.05%	167
2021 Q3	$270K	Hold	4,394	–	–	0.06%	135
2021 Q2	$270K	Hold	4,394	–	–	0.07%	115
2021 Q1	$270K	Hold	4,394	–	–	0.07%	107
2020 Q4	$270K	Sell	4,394 -22	-0.5%	-$1.36K	0.08%	92
2020 Q3	$274K	Buy	+4,416	New	+$274K	0.1%	81