Atria Wealth Solutions’s Vanguard Long-Term Treasury ETF VGLT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$234K	Sell	4,167 -838	-17%	-$46.5K	0.01%	1288
2025 Q1	$288K	Sell	5,005 -19	-0.4%	-$1.07K	﹤0.01%	1488
2024 Q4	$278K	Sell	5,024 -17,574	-78%	-$1.02M	﹤0.01%	1603
2024 Q3	$1.39M	Sell	22,598 -8,306	-27%	-$502K	0.02%	789
2024 Q2	$1.78M	Buy	30,904 +9,474	+44%	+$542K	0.02%	666
2024 Q1	$1.27M	Buy	21,430 +16,899	+373%	+$1,000K	0.01%	807
2023 Q4	$279K	Sell	4,531 -1,906	-30%	-$108K	﹤0.01%	1550
2023 Q3	$357K	Sell	6,437 -29,973	-82%	-$1.79M	0.01%	1304
2023 Q2	$2.31M	Buy	36,410 +31,928	+712%	+$2.05M	0.03%	519
2023 Q1	$294K	Sell	4,482 -1,407	-24%	-$90.7K	﹤0.01%	1434
2022 Q4	$363K	Buy	5,889 +1,214	+26%	+$75.4K	0.01%	1253
2022 Q3	$294K	Buy	4,675 +639	+16%	+$44K	0.01%	1311
2022 Q2	$283K	Sell	4,036 -2,354	-37%	-$169K	0.01%	1241
2022 Q1	$514K	Buy	+6,390	New	+$534K	0.01%	1055