SHJ
Sharkey, Howes & Javer’s Vanguard Long-Term Treasury ETF VGLT Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | – | Sell |
-3,876
| Closed | -$223K | – | 165 |
|
2025
Q1 | $223K | Sell |
3,876
-21,817
| -85% | -$1.26M | 0.03% | 142 |
|
2024
Q4 | $1.42M | Sell |
25,693
-1,883
| -7% | -$104K | 0.2% | 75 |
|
2024
Q3 | $1.7M | Sell |
27,576
-566
| -2% | -$34.8K | 0.24% | 63 |
|
2024
Q2 | $1.62M | Buy |
28,142
+3,630
| +15% | +$209K | 0.26% | 52 |
|
2024
Q1 | $1.45M | Buy |
24,512
+1,953
| +9% | +$116K | 0.24% | 57 |
|
2023
Q4 | $1.39M | Buy |
22,559
+347
| +2% | +$21.4K | 0.24% | 53 |
|
2023
Q3 | $1.23M | Buy |
+22,212
| New | +$1.23M | 0.24% | 56 |
|