PJSIMP
P.J. Schmidt Investment Management (PJS)’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-4,924
| Closed | -$289K | – | 199 |
|
|
2025
Q1 | $289K | Sell |
4,924
-1,634
| -25% | -$95.9K | 0.05% | 154 |
|
|
2024
Q4 | $382K | Sell |
6,558
-1,750
| -21% | -$102K | 0.07% | 132 |
|
|
2024
Q3 | $490K | Sell |
8,308
-3,154
| -28% | -$186K | 0.08% | 116 |
|
|
2024
Q2 | $665K | Sell |
11,462
-5,801
| -34% | -$336K | 0.12% | 91 |
|
|
2024
Q1 | $1M | Sell |
17,263
-5,810
| -25% | -$337K | 0.19% | 72 |
|
|
2023
Q4 | $1.35M | Sell |
23,073
-19,184
| -45% | -$1.12M | 0.27% | 61 |
|
|
2023
Q3 | $2.43M | Sell |
42,257
-20,376
| -33% | -$1.17M | 0.52% | 53 |
|
|
2023
Q2 | $3.61M | Sell |
62,633
-1,530
| -2% | -$88.3K | 0.72% | 43 |
|
|
2023
Q1 | $3.75M | Buy |
64,163
+5,912
| +10% | +$346K | 0.78% | 41 |
|
|
2022
Q4 | $3.37M | Buy |
58,251
+34,385
| +144% | +$1.99M | 0.76% | 41 |
|
|
2022
Q3 | $1.38M | Buy |
+23,866
| New | +$1.38M | 0.33% | 61 |
|