JPLA
Joseph P. Lucia & Associates’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-323
| Closed | -$20K | – | 535 |
|
|
2021
Q3 | $20K | Hold |
323
| – | – | 0.01% | 307 |
|
|
2021
Q2 | $20K | Hold |
323
| – | – | 0.01% | 317 |
|
|
2021
Q1 | $20K | Buy |
323
+123
| +62% | +$7.62K | 0.01% | 295 |
|
|
2020
Q4 | $12K | Buy |
+200
| New | +$12K | 0.01% | 327 |
|
|
2020
Q3 | – | Sell |
-200
| Closed | -$12K | – | 442 |
|
|
2020
Q2 | $12K | Buy |
+200
| New | +$12K | 0.01% | 301 |
|