Jentner Corp quarter change: USA ETF, Sold out
In exchange-traded fund shares (known by the fund name on the filing) (listed in the US), from the quarter ended 2025-03-31 to 2025-06-30, Jentner Corp opened 2 positions, added to 16, reduced 12, sold out of 1 and left 8 unchanged. The largest increase in value was VUG (+$11,492,461); the largest decrease was DFIV (-$788,499).
- SHM: Country of operation —; Class NUVEEN BLMBRG SH; Shares 2025-03-31 4,984; Shares 2025-06-30 0.
Two Form 13F-HR filings compared (SEC CIK 1695908): 2025-03-31 (filed 2025-05-15) and 2025-06-30 (filed 2025-07-16). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.
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