Avidian Wealth Enterprises’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
Q2 | – | Sell |
-4,705
| Closed | -$279K | – | 515 |
|
|
2024
Q1 | $279K | Sell |
4,705
-81,659
| -95% | -$4.84M | 0.01% | 367 |
|
|
2023
Q4 | $5.31M | Sell |
86,364
-6,955
| -7% | -$428K | 0.33% | 59 |
|
|
2023
Q3 | $5.18M | Sell |
93,319
-1,248
| -1% | -$69.3K | 0.36% | 61 |
|
|
2023
Q2 | $6.01M | Buy |
94,567
+36,495
| +63% | +$2.32M | 0.39% | 53 |
|
|
2023
Q1 | $3.8M | Buy |
+58,072
| New | +$3.8M | 0.21% | 95 |
|