JFS Wealth Advisors’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 | $138K | Sell |
2,353
-503
| -18% | -$29.6K | 0.01% | 335 |
|
|
2025
Q1 | $168K | Buy |
2,856
+7
| +0.2% | +$411 | 0.01% | 323 |
|
|
2024
Q4 | $166K | Buy |
2,849
+599
| +27% | +$34.8K | 0.01% | 310 |
|
|
2024
Q3 | $133K | Buy |
2,250
+1,975
| +718% | +$117K | 0.01% | 331 |
|
|
2024
Q2 | $15.9K | Sell |
275
-125
| -31% | -$7.25K | ﹤0.01% | 654 |
|
|
2024
Q1 | $23.2K | Sell |
400
-100
| -20% | -$5.81K | ﹤0.01% | 594 |
|
|
2023
Q4 | $29.2K | Sell |
500
-2,256
| -82% | -$132K | ﹤0.01% | 505 |
|
|
2023
Q3 | $159K | Buy |
2,756
+379
| +16% | +$21.8K | 0.02% | 244 |
|
|
2023
Q2 | $137K | Buy |
2,377
+450
| +23% | +$26K | 0.01% | 247 |
|
|
2023
Q1 | $113K | Hold |
1,927
| – | – | 0.01% | 260 |
|
|
2022
Q4 | $111K | Hold |
1,927
| – | – | 0.01% | 265 |
|
|
2022
Q3 | $111K | Hold |
1,927
| – | – | 0.01% | 274 |
|
|
2022
Q2 | $113K | Hold |
1,927
| – | – | 0.01% | 272 |
|
|
2022
Q1 | $114K | Hold |
1,927
| – | – | 0.01% | 279 |
|
|
2021
Q4 | $117K | Hold |
1,927
| – | – | 0.01% | 279 |
|
|
2021
Q3 | $118K | Buy |
+1,927
| New | +$118K | 0.01% | 283 |
|
|
2017
Q2 | – | Sell |
-2,504
| Closed | -$153K | – | 451 |
|
|
2017
Q1 | $153K | Hold |
2,504
| – | – | 0.04% | 149 |
|
|
2016
Q4 | $153K | Buy |
+2,504
| New | +$153K | 0.04% | 149 |
|