Beta Wealth Group’s Vanguard Long-Term Treasury ETF VGLT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-32,494	Closed	-$1.82M	–	130
2025 Q2	$1.82M	Sell	32,494 -3,111	-9%	-$172K	0.67%	39
2025 Q1	$2.05M	Sell	35,605 -12,977	-27%	-$731K	0.74%	35
2024 Q4	$2.69M	Sell	48,582 -3	-0%	-$174	1.19%	26
2024 Q3	$2.99M	Sell	48,585 -2,466	-5%	-$149K	1.35%	24
2024 Q2	$2.94M	Sell	51,051 -435	-0.8%	-$24.9K	1.4%	24
2024 Q1	$3.05M	Sell	51,486 -227	-0.4%	-$13.4K	1.48%	25
2023 Q4	$3.18M	Buy	51,713 +31,243	+153%	+$1.77M	1.67%	17
2023 Q3	$1.14M	Buy	20,470 +2,273	+12%	+$136K	0.67%	35
2023 Q2	$1.16M	Buy	18,197 +812	+5%	+$52.1K	0.67%	36
2023 Q1	$1.14M	Buy	17,385 +699	+4%	+$45.1K	0.65%	39
2022 Q4	$1.03M	Buy	16,686 +1,051	+7%	+$65.3K	0.69%	37
2022 Q3	$984K	Sell	15,635 -1,858	-11%	-$128K	0.71%	38
2022 Q2	$1.23M	Buy	17,493 +2,158	+14%	+$155K	0.82%	36
2022 Q1	$1.23M	Sell	15,335 -179	-1%	-$15K	0.83%	33
2021 Q4	$1.36M	Hold	15,514	–	–	0.98%	30
2021 Q3	$1.36M	Sell	15,514 -4,337	-22%	-$391K	0.98%	30
2021 Q2	$1.74M	Buy	19,851 +154	+0.8%	+$13.1K	1.21%	29
2021 Q1	$1.63M	Buy	+19,697	New	+$1.74M	1.19%	27