Capital Advisory Group Advisory Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-1,129
| Closed | -$80K | – | 191 |
|
|
2022
Q2 | $80K | Hold |
1,129
| – | – | 0.05% | 154 |
|
|
2022
Q1 | $91K | Buy |
+1,129
| New | +$91K | 0.04% | 205 |
|
|
2021
Q4 | – | Sell |
-1,129
| Closed | -$99K | – | 492 |
|
|
2021
Q3 | $99K | Hold |
1,129
| – | – | 0.04% | 231 |
|
|
2021
Q2 | $99K | Buy |
1,129
+599
| +113% | +$52.5K | 0.04% | 235 |
|
|
2021
Q1 | $44K | Hold |
530
| – | – | 0.02% | 255 |
|
|
2020
Q4 | $51K | Buy |
530
+80
| +18% | +$7.7K | 0.02% | 247 |
|
|
2020
Q3 | $45K | Buy |
+450
| New | +$45K | 0.02% | 206 |
|