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
Q2 | $1.82M | Sell |
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|
2025
Q1 | $2.05M | Sell |
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|
2024
Q4 | $2.69M | Sell |
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|
2024
Q3 | $2.99M | Sell |
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|
2024
Q2 | $2.94M | Sell |
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|
2024
Q1 | $3.05M | Sell |
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|
2023
Q4 | $3.18M | Buy |
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|
2023
Q3 | $1.14M | Buy |
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|
2023
Q2 | $1.16M | Buy |
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|
2023
Q1 | $1.14M | Buy |
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|
2022
Q4 | $1.03M | Buy |
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|
2022
Q3 | $984K | Sell |
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|
2022
Q2 | $1.23M | Buy |
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|
2022
Q1 | $1.23M | Sell |
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|
2021
Q4 | $1.36M | Hold |
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|
2021
Q3 | $1.36M | Sell |
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|
2021
Q2 | $1.74M | Buy |
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|
2021
Q1 | $1.63M | Buy |
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