JIP
Jaffetilchin Investment Partners’s Vanguard Mortgage-Backed Securities ETF VMBS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $18.8M | Buy |
406,673
+1,583
| +0.4% | +$73.4K | 1.23% | 22 |
|
|
2025
Q1 | $18.8M | Sell |
405,090
-38,547
| -9% | -$1.79M | 1.36% | 21 |
|
|
2024
Q4 | $20.1M | Buy |
443,637
+18,867
| +4% | +$855K | 1.46% | 17 |
|
|
2024
Q3 | $20.1M | Buy |
424,770
+20,377
| +5% | +$962K | 1.52% | 16 |
|
|
2024
Q2 | $18.4M | Buy |
404,393
+12,495
| +3% | +$567K | 1.57% | 16 |
|
|
2024
Q1 | $17.9M | Buy |
391,898
+62,006
| +19% | +$2.83M | 1.6% | 15 |
|
|
2023
Q4 | $15.3M | Sell |
329,892
-60,531
| -16% | -$2.81M | 1.49% | 15 |
|
|
2023
Q3 | $17.1M | Buy |
390,423
+6,021
| +2% | +$264K | 1.89% | 12 |
|
|
2023
Q2 | $17.7M | Buy |
384,402
+92,029
| +31% | +$4.23M | 1.86% | 12 |
|
|
2023
Q1 | $13.6M | Buy |
+292,373
| New | +$13.6M | 1.55% | 12 |
|
|
2022
Q2 | – | Sell |
-9,287
| Closed | -$450K | – | 340 |
|
|
2022
Q1 | $450K | Buy |
+9,287
| New | +$450K | 0.05% | 200 |
|