AWM
Aspire 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-1,607
| Closed | -$102K | – | 198 |
|
|
2023
Q2 | $102K | Sell |
1,607
-165
| -9% | -$10.5K | 0.08% | 108 |
|
|
2023
Q1 | $116K | Sell |
1,772
-1,520
| -46% | -$99.6K | 0.09% | 102 |
|
|
2022
Q4 | $203K | Buy |
3,292
+4
| +0.1% | +$246 | 0.18% | 86 |
|
|
2022
Q3 | $207K | Sell |
3,288
-714
| -18% | -$45K | 0.2% | 80 |
|
|
2022
Q2 | $281K | Buy |
4,002
+15
| +0.4% | +$1.05K | 0.26% | 68 |
|
|
2022
Q1 | $321K | Buy |
3,987
+1,854
| +87% | +$149K | 0.25% | 65 |
|
|
2021
Q4 | $191K | Buy |
+2,133
| New | +$191K | 0.15% | 88 |
|