AWA
Authentikos Wealth Advisory’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 |
-4,607
| Closed | -$255K | – | 95 |
|
|
2024
Q4 | $255K | Sell |
4,607
-316
| -6% | -$17.5K | 0.25% | 67 |
|
|
2024
Q3 | $303K | Buy |
+4,923
| New | +$303K | 0.29% | 56 |
|
|
2024
Q2 | – | Sell |
-4,583
| Closed | -$271K | – | 69 |
|
|
2024
Q1 | $271K | Sell |
4,583
-885
| -16% | -$52.4K | 0.27% | 49 |
|
|
2023
Q4 | $336K | Sell |
5,468
-979
| -15% | -$60.2K | 0.36% | 47 |
|
|
2023
Q3 | $358K | Buy |
6,447
+15
| +0.2% | +$833 | 0.35% | 47 |
|
|
2023
Q2 | $409K | Sell |
6,432
-4,040
| -39% | -$257K | 0.39% | 47 |
|
|
2023
Q1 | $645K | Buy |
+10,472
| New | +$645K | 0.65% | 27 |
|