Cardinal Strategic Wealth Guidance’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
Q1 | – | Sell |
-6,835
| Closed | -$421K | – | 70 |
|
|
2023
Q4 | $421K | Buy |
6,835
+1,037
| +18% | +$63.8K | 0.17% | 45 |
|
|
2023
Q3 | $322K | Buy |
5,798
+1,694
| +41% | +$94K | 0.15% | 50 |
|
|
2023
Q2 | $261K | Hold |
4,104
| – | – | 0.12% | 52 |
|
|
2023
Q1 | $269K | Buy |
4,104
+700
| +21% | +$45.9K | 0.12% | 53 |
|
|
2022
Q4 | $210K | Buy |
3,404
+2,704
| +386% | +$167K | 0.1% | 67 |
|
|
2022
Q3 | $44K | Hold |
700
| – | – | 0.02% | 66 |
|
|
2022
Q2 | $49K | Hold |
700
| – | – | 0.03% | 71 |
|
|
2022
Q1 | $56K | Buy |
+700
| New | +$56K | 0.03% | 75 |
|