Baker Tilly 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-3,628
| Closed | -$230K | – | 553 |
|
|
2023
Q2 | $230K | Sell |
3,628
-2,520
| -41% | -$160K | 0.02% | 502 |
|
|
2023
Q1 | $403K | Sell |
6,148
-2,959
| -32% | -$194K | 0.05% | 390 |
|
|
2022
Q4 | $561K | Buy |
9,107
+1,930
| +27% | +$119K | 0.07% | 291 |
|
|
2022
Q3 | $452K | Sell |
7,177
-2,587
| -26% | -$163K | 0.06% | 314 |
|
|
2022
Q2 | $685K | Buy |
9,764
+6,085
| +165% | +$427K | 0.09% | 240 |
|
|
2022
Q1 | $296K | Buy |
+3,679
| New | +$296K | 0.03% | 432 |
|