BIA
Bell 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 | $6.09M | Sell |
108,604
-10,662
| -9% | -$598K | 1.05% | 24 |
|
|
2025
Q1 | $6.87M | Sell |
119,266
-11,767
| -9% | -$678K | 1.27% | 19 |
|
|
2024
Q4 | $7.25M | Sell |
131,033
-21,837
| -14% | -$1.21M | 1.36% | 18 |
|
|
2024
Q3 | $9.41M | Buy |
152,870
+2,034
| +1% | +$125K | 1.73% | 15 |
|
|
2024
Q2 | $8.7M | Buy |
150,836
+21,619
| +17% | +$1.25M | 1.71% | 14 |
|
|
2024
Q1 | $7.65M | Sell |
129,217
-941
| -0.7% | -$55.7K | 1.5% | 18 |
|
|
2023
Q4 | $8.01M | Buy |
130,158
+2,829
| +2% | +$174K | 1.64% | 16 |
|
|
2023
Q3 | $7.07M | Buy |
+127,329
| New | +$7.07M | 1.58% | 18 |
|