Bluestem Financial Advisors’s Vanguard Long-Term Treasury ETF VGLT Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q2 | – | Sell |
-4,853
| Closed | -$287K | – | 28 |
|
2024
Q1 | $287K | Buy |
+4,853
| New | +$287K | 0.15% | 28 |
|
2022
Q4 | – | Sell |
-3,645
| Closed | -$229K | – | 27 |
|
2022
Q3 | $229K | Hold |
3,645
| – | – | 0.16% | 25 |
|
2022
Q2 | $256K | Hold |
3,645
| – | – | 0.18% | 24 |
|
2022
Q1 | $293K | Hold |
3,645
| – | – | 0.18% | 24 |
|
2021
Q4 | $326K | Hold |
3,645
| – | – | 0.2% | 20 |
|
2021
Q3 | $320K | Hold |
3,645
| – | – | 0.21% | 21 |
|
2021
Q2 | $320K | Hold |
3,645
| – | – | 0.22% | 21 |
|
2021
Q1 | $302K | Hold |
3,645
| – | – | 0.22% | 22 |
|
2020
Q4 | $349K | Hold |
3,645
| – | – | 0.26% | 21 |
|
2020
Q3 | $363K | Hold |
3,645
| – | – | 0.31% | 21 |
|
2020
Q2 | $365K | Hold |
3,645
| – | – | 0.33% | 19 |
|
2020
Q1 | $368K | Hold |
3,645
| – | – | 0.4% | 13 |
|
2019
Q4 | $304K | Buy |
+3,645
| New | +$304K | 0.28% | 17 |
|