AWA
Adapt Wealth Advisors’s Vanguard Long-Term Treasury ETF VGLT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-54,387
| Closed | -$3.01M | – | 71 |
|
|
2024
Q4 | $3.01M | Buy |
54,387
+48,951
| +900% | +$2.71M | 1.48% | 21 |
|
|
2024
Q3 | $335K | Sell |
5,436
-3,956
| -42% | -$243K | 0.18% | 52 |
|
|
2024
Q2 | $542K | Sell |
9,392
-71
| -0.8% | -$4.1K | 0.34% | 42 |
|
|
2024
Q1 | $561K | Buy |
+9,463
| New | +$561K | 0.4% | 32 |
|