BIA
Barry Investment 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 | $39.9M | Buy |
710,799
+101,278
| +17% | +$5.68M | 9.93% | 1 |
|
|
2025
Q1 | $35.1M | Buy |
609,521
+590,196
| +3,054% | +$34M | 9.33% | 1 |
|
|
2024
Q4 | $1.07M | Buy |
+19,325
| New | +$1.07M | 0.34% | 46 |
|
|
2022
Q3 | – | Sell |
-39,681
| Closed | -$2.78M | – | 120 |
|
|
2022
Q2 | $2.78M | Sell |
39,681
-14,428
| -27% | -$1.01M | 0.83% | 35 |
|
|
2022
Q1 | $4.35M | Sell |
54,109
-4,037
| -7% | -$325K | 1.16% | 32 |
|
|
2021
Q4 | $5.2M | Buy |
58,146
+18,137
| +45% | +$1.62M | 1.37% | 27 |
|
|
2021
Q3 | $3.51M | Buy |
40,009
+1,366
| +4% | +$120K | 0.97% | 29 |
|
|
2021
Q2 | $3.39M | Buy |
38,643
+18,448
| +91% | +$1.62M | 0.91% | 30 |
|
|
2021
Q1 | $1.67M | Buy |
20,195
+4,558
| +29% | +$377K | 0.46% | 37 |
|
|
2020
Q4 | $1.5M | Buy |
15,637
+4,981
| +47% | +$477K | 0.44% | 32 |
|
|
2020
Q3 | $1.06M | Hold |
10,656
| – | – | 0.36% | 33 |
|
|
2020
Q2 | $1.07M | Buy |
+10,656
| New | +$1.07M | 0.38% | 33 |
|