JSA
Jacobson & Schmitt Advisors’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-27,197
| Closed | -$1.64M | – | 80 |
|
|
2024
Q3 | $1.64M | Buy |
27,197
+65
| +0.2% | +$3.93K | 0.34% | 42 |
|
|
2024
Q2 | $1.58M | Buy |
27,132
+42
| +0.2% | +$2.45K | 0.36% | 40 |
|
|
2024
Q1 | $1.59M | Buy |
27,090
+9
| +0% | +$527 | 0.38% | 40 |
|
|
2023
Q4 | $1.61M | Buy |
+27,081
| New | +$1.61M | 0.41% | 40 |
|