JPL Wealth Management’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
2024
Q2
Sell
-18,797
Closed -$1.09M 113
2024
Q1
$1.09M Buy
18,797
+750
+4% +$43.6K 0.6% 66
2023
Q4
$1.05M Buy
+18,047
New +$1.05M 0.76% 64