BWG
Beta Wealth Group’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 | $1.82M | Sell |
32,494
-3,111
| -9% | -$175K | 0.67% | 39 |
|
|
2025
Q1 | $2.05M | Sell |
35,605
-12,977
| -27% | -$748K | 0.74% | 35 |
|
|
2024
Q4 | $2.69M | Sell |
48,582
-3
| -0% | -$166 | 1.19% | 26 |
|
|
2024
Q3 | $2.99M | Sell |
48,585
-2,466
| -5% | -$152K | 1.35% | 24 |
|
|
2024
Q2 | $2.94M | Sell |
51,051
-435
| -0.8% | -$25.1K | 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% | +$1.92M | 1.67% | 17 |
|
|
2023
Q3 | $1.14M | Buy |
20,470
+2,273
| +12% | +$126K | 0.67% | 35 |
|
|
2023
Q2 | $1.16M | Buy |
18,197
+812
| +5% | +$51.6K | 0.67% | 36 |
|
|
2023
Q1 | $1.14M | Buy |
17,385
+699
| +4% | +$45.8K | 0.65% | 39 |
|
|
2022
Q4 | $1.03M | Buy |
16,686
+1,051
| +7% | +$64.8K | 0.69% | 37 |
|
|
2022
Q3 | $984K | Sell |
15,635
-1,858
| -11% | -$117K | 0.71% | 38 |
|
|
2022
Q2 | $1.23M | Buy |
17,493
+2,158
| +14% | +$151K | 0.82% | 36 |
|
|
2022
Q1 | $1.23M | Sell |
15,335
-179
| -1% | -$14.4K | 0.83% | 33 |
|
|
2021
Q4 | $1.36M | Hold |
15,514
| – | – | 0.98% | 30 |
|
|
2021
Q3 | $1.36M | Sell |
15,514
-4,337
| -22% | -$380K | 0.98% | 30 |
|
|
2021
Q2 | $1.74M | Buy |
19,851
+154
| +0.8% | +$13.5K | 1.21% | 29 |
|
|
2021
Q1 | $1.63M | Buy |
+19,697
| New | +$1.63M | 1.19% | 27 |
|