Bartlett & Co 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 | $25.3K | Sell |
450
-1,849
| -80% | -$104K | ﹤0.01% | 776 |
|
|
2025
Q1 | $132K | Sell |
2,299
-161
| -7% | -$9.28K | ﹤0.01% | 499 |
|
|
2024
Q4 | $136K | Hold |
2,460
| – | – | ﹤0.01% | 502 |
|
|
2024
Q3 | $151K | Buy |
2,460
+170
| +7% | +$10.5K | ﹤0.01% | 485 |
|
|
2024
Q2 | $132K | Hold |
2,290
| – | – | ﹤0.01% | 497 |
|
|
2024
Q1 | $136K | Hold |
2,290
| – | – | ﹤0.01% | 513 |
|
|
2023
Q4 | $142K | Buy |
2,290
+2,258
| +7,056% | +$140K | ﹤0.01% | 523 |
|
|
2023
Q3 | $1.78K | Hold |
32
| – | – | ﹤0.01% | 1080 |
|
|
2023
Q2 | $2.03K | Buy |
+32
| New | +$2.03K | ﹤0.01% | 1064 |
|