49 Wealth Management’s Vanguard Long-Term Treasury ETF VGLT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$18.5M Buy
329,468
+16,557
+5% +$929K 1.97% 13
2025
Q1
$18M Buy
312,911
+22,265
+8% +$1.28M 2.17% 13
2024
Q4
$16.1M Sell
290,646
-36,570
-11% -$2.02M 2.29% 13
2024
Q3
$20.1M Buy
327,216
+94,823
+41% +$5.84M 3.28% 11
2024
Q2
$13.1M Buy
+232,393
New +$13.1M 2.59% 9