Concurrent Investment Advisors’s Vanguard Long-Term Treasury ETF VGLT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$258K Buy
2025
Q1
$242K Buy
2024
Q4
$203K Sell
2024
Q3
$1.83M Sell
2024
Q2
$7.01M Buy
2024
Q1
$7.18M Sell
2023
Q4
$7.73M Buy