Q3 2024 |
58 |
$104M |
$0 |
$0 |
|
VIG, VYM, JPST, SCHD, BRKB
|
13F-HR |
11/14/2024, 05:28 PM |
Q4 2022 |
41 |
$68.3M |
+$1.14M |
-$15.7M |
-$14.6M |
VIG, VYM, SCHD, BRKB, VHT
|
13F-HR |
2/13/2023, 05:41 PM |
Q3 2022 |
44 |
$75.1M |
+$3.73M |
-$2.37M |
+$1.36M |
JPST, VIG, VYM, SCHD, BRKB
|
13F-HR |
11/14/2022, 12:39 PM |
Q2 2022 |
43 |
$79.6M |
+$2.33M |
-$13.2M |
-$10.8M |
JPST, VIG, VYM, SCHD, BRKB
|
13F-HR |
8/12/2022, 01:46 PM |
Q1 2022 |
50 |
$99.2M |
+$4.97M |
-$3.99M |
+$978K |
JPST, VIG, VYM, BSV, BRKB
|
13F-HR |
5/12/2022, 06:40 PM |
Q4 2021 |
49 |
$101M |
$0 |
$0 |
|
JPST, VIG, VYM, BSV, SCHD
|
13F-HR |
2/10/2022, 03:00 PM |