BPA
Beacon Pointe 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 | $16.2M | Sell |
289,163
-76,693
| -21% | -$4.3M | 0.17% | 127 |
|
|
2025
Q1 | $21.1M | Sell |
365,856
-117,490
| -24% | -$6.77M | 0.24% | 99 |
|
|
2024
Q4 | $26.8M | Sell |
483,346
-311,534
| -39% | -$17.2M | 0.3% | 72 |
|
|
2024
Q3 | $48.9M | Sell |
794,880
-298,689
| -27% | -$18.4M | 0.56% | 39 |
|
|
2024
Q2 | $63.1M | Buy |
1,093,569
+137,293
| +14% | +$7.92M | 0.75% | 24 |
|
|
2024
Q1 | $56.6M | Buy |
956,276
+121,817
| +15% | +$7.22M | 0.63% | 31 |
|
|
2023
Q4 | $51.3M | Sell |
834,459
-264,632
| -24% | -$16.3M | 0.61% | 32 |
|
|
2023
Q3 | $61M | Buy |
1,099,091
+252,591
| +30% | +$14M | 0.76% | 26 |
|
|
2023
Q2 | $53.8M | Buy |
+846,500
| New | +$53.8M | 0.88% | 18 |
|