JWS
Juncture Wealth Strategies’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-4,124
| Closed | -$266K | – | 125 |
|
|
2019
Q1 | $266K | Sell |
4,124
-2,239
| -35% | -$144K | 0.21% | 101 |
|
|
2018
Q4 | $404K | Sell |
6,363
-5,874
| -48% | -$373K | 0.27% | 76 |
|
|
2018
Q3 | $760K | Sell |
12,237
-826
| -6% | -$51.3K | 0.4% | 60 |
|
|
2018
Q2 | $818K | Sell |
13,063
-959
| -7% | -$60.1K | 0.44% | 53 |
|
|
2018
Q1 | $883K | Sell |
14,022
-698
| -5% | -$44K | 0.49% | 48 |
|
|
2017
Q4 | $941K | Buy |
14,720
+2,052
| +16% | +$131K | 0.53% | 50 |
|
|
2017
Q3 | $819K | Buy |
12,668
+1,009
| +9% | +$65.2K | 0.46% | 54 |
|
|
2017
Q2 | $754K | Buy |
11,659
+6,502
| +126% | +$420K | 0.43% | 56 |
|
|
2017
Q1 | $332K | Buy |
+5,157
| New | +$332K | 0.2% | 71 |
|