Alpha Financial Advisors’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
2024
Q4
Sell
-165,428
Closed -$10.2M 52
2024
Q3
$10.2M Buy
165,428
+5,782
+4% +$356K 4.5% 9
2024
Q2
$9.21M Sell
159,646
-384
-0.2% -$22.1K 4.43% 9
2024
Q1
$9.48M Buy
160,030
+14,106
+10% +$836K 4.47% 9
2023
Q4
$8.98M Buy
+145,924
New +$8.98M 4.55% 9