Avior Wealth Management’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
2025
Q2
$256K Buy
4,554
+1
+0% +$56 0.01% 612
2025
Q1
$262K Hold
4,553
0.01% 581
2024
Q4
$252K Sell
4,553
-6,303
-58% -$349K 0.01% 638
2024
Q3
$668K Sell
10,856
-7,009
-39% -$431K 0.03% 385
2024
Q2
$1.03M Hold
17,865
0.04% 267
2024
Q1
$1.06M Buy
17,865
+3,200
+22% +$190K 0.05% 271
2023
Q4
$902K Buy
+14,665
New +$902K 0.05% 228
2021
Q4
Sell
-12
Closed -$1K 1240
2021
Q3
$1K Buy
+12
New +$1K ﹤0.01% 1032
2020
Q3
Sell
-12
Closed -$1K 1029
2020
Q2
$1K Buy
+12
New +$1K ﹤0.01% 870