JFS Wealth Advisors’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $138K | Sell |
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|
2025
Q1 | $168K | Buy |
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|
2024
Q4 | $166K | Buy |
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|
2024
Q3 | $133K | Buy |
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|
2024
Q2 | $15.9K | Sell |
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|
2024
Q1 | $23.2K | Sell |
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|
2023
Q4 | $29.2K | Sell |
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|
2023
Q3 | $159K | Buy |
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|
2023
Q2 | $137K | Buy |
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|
2023
Q1 | $113K | Hold |
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|
2022
Q4 | $111K | Hold |
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|
2022
Q3 | $111K | Hold |
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|
2022
Q2 | $113K | Hold |
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|
2022
Q1 | $114K | Hold |
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|
2021
Q4 | $117K | Hold |
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|
2021
Q3 | $118K | Buy |
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|
2017
Q2 | – | Sell |
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|
2017
Q1 | $153K | Hold |
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|
2016
Q4 | $153K | Buy |
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