VAFP
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Vahanian & Associates Financial Planning’s iShares Short Treasury Bond ETF SHV Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2023
Q2
Sell
-4,244
Closed -$469K 81
2023
Q1
$469K Sell
4,244
-188
-4% -$20.8K 1.3% 22
2022
Q4
$487K Hold
4,432
1.59% 20
2022
Q3
$488K Buy
+4,432
New +$488K 1.68% 20