JFS Wealth Advisors’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $503K | Sell |
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|
2025
Q1 | $628K | Buy |
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|
2024
Q4 | $301K | Sell |
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|
2024
Q3 | $341K | Buy |
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|
2024
Q2 | $43.5K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $534 | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $18K | Buy |
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|
2017
Q2 | – | Sell |
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|
2017
Q1 | $954K | Hold |
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|
2016
Q4 | $954K | Buy |
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