BOSSRA
B.O.S.S. Retirement Advisors’s Vanguard Long-Term Treasury ETF VGLT Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.32M | Sell |
23,517
-6,509
| -22% | -$365K | 0.33% | 61 |
|
2025
Q1 | $1.73M | Sell |
30,026
-1,290
| -4% | -$74.3K | 0.5% | 42 |
|
2024
Q4 | $1.73M | Buy |
31,316
+25,961
| +485% | +$1.44M | 0.48% | 45 |
|
2024
Q3 | $330K | Buy |
+5,355
| New | +$330K | 0.07% | 172 |
|
2024
Q1 | – | Sell |
-19,520
| Closed | -$1.2M | – | 229 |
|
2023
Q4 | $1.2M | Buy |
19,520
+299
| +2% | +$18.4K | 0.23% | 143 |
|
2023
Q3 | $1.07M | Buy |
19,221
+2,066
| +12% | +$115K | 0.23% | 159 |
|
2023
Q2 | $1.09M | Buy |
17,155
+2,226
| +15% | +$141K | 0.23% | 157 |
|
2023
Q1 | $978K | Sell |
14,929
-7,119
| -32% | -$466K | 0.23% | 144 |
|
2022
Q4 | $1.36M | Buy |
+22,048
| New | +$1.36M | 0.35% | 118 |
|