JFS Wealth Advisors’s Vanguard Long-Term Treasury ETF VGLT Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$210K Hold
3,740
0.01% 300
2025
Q1
$215K Buy
3,740
+2,884
+337% +$166K 0.01% 298
2024
Q4
$47.4K Hold
856
﹤0.01% 469
2024
Q3
$52.7K Buy
+856
New +$52.7K ﹤0.01% 460