CIA
Concurrent Investment Advisors’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 | $258K | Buy |
4,598
+394
| +9% | +$22.1K | 0.01% | 1131 |
|
|
2025
Q1 | $242K | Buy |
4,204
+533
| +15% | +$30.7K | 0.01% | 1023 |
|
|
2024
Q4 | $203K | Sell |
3,671
-26,106
| -88% | -$1.45M | 0.01% | 978 |
|
|
2024
Q3 | $1.83M | Sell |
29,777
-91,756
| -75% | -$5.65M | 0.05% | 334 |
|
|
2024
Q2 | $7.01M | Buy |
121,533
+407
| +0.3% | +$23.5K | 0.23% | 100 |
|
|
2024
Q1 | $7.18M | Sell |
121,126
-4,516
| -4% | -$268K | 0.29% | 80 |
|
|
2023
Q4 | $7.73M | Buy |
+125,642
| New | +$7.73M | 0.37% | 67 |
|