CAG
Compass Advisory 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 | $8.14M | Sell |
145,052
-22,691
| -14% | -$1.27M | 2.58% | 10 |
|
|
2025
Q1 | $9.66M | Sell |
167,743
-1,278
| -0.8% | -$73.6K | 3.36% | 9 |
|
|
2024
Q4 | $9.36M | Sell |
169,021
-9,921
| -6% | -$549K | 3.35% | 9 |
|
|
2024
Q3 | $11M | Buy |
+178,942
| New | +$11M | 4.28% | 6 |
|