JFG Wealth Management’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$222K Sell
3,776
-179
-5% -$10.5K 0.05% 61
2025
Q1
$232K Hold
3,955
0.05% 75
2024
Q4
$230K Sell
3,955
-53
-1% -$3.08K 0.05% 90
2024
Q3
$237K Hold
4,008
0.06% 67
2024
Q2
$232K Buy
+4,008
New +$232K 0.07% 51