AWM
VGLT icon

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

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2024
Q2
Sell
-13,975
Closed -$828K 49
2024
Q1
$828K Buy
13,975
+38
+0.3% +$2.25K 0.47% 18
2023
Q4
$858K Buy
+13,937
New +$858K 0.5% 18