Creative Planning’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $816K | Buy |
14,538
+1,153
| +9% | +$64.7K | ﹤0.01% | 2026 |
|
|
2025
Q1 | $771K | Sell |
13,385
-1,435
| -10% | -$82.7K | ﹤0.01% | 1929 |
|
|
2024
Q4 | $820K | Buy |
14,820
+2,913
| +24% | +$161K | ﹤0.01% | 1802 |
|
|
2024
Q3 | $733K | Buy |
11,907
+3,472
| +41% | +$214K | ﹤0.01% | 1777 |
|
|
2024
Q2 | $487K | Buy |
8,435
+523
| +7% | +$30.2K | ﹤0.01% | 1960 |
|
|
2024
Q1 | $469K | Buy |
7,912
+1,821
| +30% | +$108K | ﹤0.01% | 1895 |
|
|
2023
Q4 | $375K | Buy |
6,091
+952
| +19% | +$58.6K | ﹤0.01% | 1923 |
|
|
2023
Q3 | $285K | Buy |
+5,139
| New | +$285K | ﹤0.01% | 1974 |
|
|
2023
Q2 | – | Sell |
-5,536
| Closed | -$363K | – | 2704 |
|
|
2023
Q1 | $363K | Sell |
5,536
-801
| -13% | -$52.5K | ﹤0.01% | 1670 |
|
|
2022
Q4 | $390K | Sell |
6,337
-3,655
| -37% | -$225K | ﹤0.01% | 1551 |
|
|
2022
Q3 | $629K | Buy |
9,992
+47
| +0.5% | +$2.96K | ﹤0.01% | 1179 |
|
|
2022
Q2 | $698K | Sell |
9,945
-2,419
| -20% | -$170K | ﹤0.01% | 1132 |
|
|
2022
Q1 | $994K | Sell |
12,364
-214
| -2% | -$17.2K | ﹤0.01% | 983 |
|
|
2021
Q4 | $1.13M | Sell |
12,578
-15,244
| -55% | -$1.36M | ﹤0.01% | 904 |
|
|
2021
Q3 | $2.44M | Buy |
27,822
+3,094
| +13% | +$271K | ﹤0.01% | 624 |
|
|
2021
Q2 | $2.17M | Sell |
24,728
-5,726
| -19% | -$502K | ﹤0.01% | 650 |
|
|
2021
Q1 | $2.52M | Buy |
30,454
+1,240
| +4% | +$103K | 0.01% | 623 |
|
|
2020
Q4 | $2.8M | Buy |
29,214
+9,791
| +50% | +$938K | 0.01% | 535 |
|
|
2020
Q3 | $1.94M | Buy |
19,423
+7,652
| +65% | +$763K | 0.01% | 568 |
|
|
2020
Q2 | $1.18M | Sell |
11,771
-276
| -2% | -$27.6K | ﹤0.01% | 676 |
|
|
2020
Q1 | $1.22M | Sell |
12,047
-975
| -7% | -$98.5K | ﹤0.01% | 567 |
|
|
2019
Q4 | $1.08M | Sell |
13,022
-1,420
| -10% | -$118K | ﹤0.01% | 749 |
|
|
2019
Q3 | $1.27M | Sell |
14,442
-677
| -4% | -$59.4K | ﹤0.01% | 654 |
|
|
2019
Q2 | $1.23M | Sell |
15,119
-12,448
| -45% | -$1.02M | ﹤0.01% | 679 |
|
|
2019
Q1 | $2.14M | Sell |
27,567
-24,426
| -47% | -$1.9M | 0.01% | 439 |
|
|
2018
Q4 | $3.88M | Sell |
51,993
-4,699
| -8% | -$351K | 0.02% | 291 |
|
|
2018
Q3 | $4.09M | Sell |
56,692
-3,407
| -6% | -$246K | 0.02% | 313 |
|
|
2018
Q2 | $4.49M | Sell |
60,099
-4,198
| -7% | -$314K | 0.02% | 272 |
|
|
2018
Q1 | $4.82M | Sell |
64,297
-3,398
| -5% | -$255K | 0.02% | 252 |
|
|
2017
Q4 | $5.28M | Sell |
67,695
-8,901
| -12% | -$694K | 0.02% | 232 |
|
|
2017
Q3 | $5.89M | Sell |
76,596
-14,736
| -16% | -$1.13M | 0.03% | 208 |
|
|
2017
Q2 | $7.04M | Sell |
91,332
-44,378
| -33% | -$3.42M | 0.04% | 178 |
|
|
2017
Q1 | $10.1M | Sell |
135,710
-7,151
| -5% | -$533K | 0.06% | 130 |
|
|
2016
Q4 | $10.5M | Sell |
142,861
-20,164
| -12% | -$1.49M | 0.06% | 119 |
|
|
2016
Q3 | $13.8M | Buy |
163,025
+161,713
| +12,326% | +$13.7M | 0.09% | 103 |
|
|
2016
Q2 | $112K | Buy |
+1,312
| New | +$112K | ﹤0.01% | 1594 |
|
|
2015
Q4 | – | Sell |
-46
| Closed | -$4K | – | 4431 |
|
|
2015
Q3 | $4K | Buy |
+46
| New | +$4K | ﹤0.01% | 3676 |
|
|
2015
Q2 | – | Sell |
-46
| Closed | -$4K | – | 2828 |
|
|
2015
Q1 | $4K | Hold |
46
| – | – | ﹤0.01% | 3587 |
|
|
2014
Q4 | $4K | Hold |
46
| – | – | ﹤0.01% | 3544 |
|
|
2014
Q3 | $3K | Buy |
+46
| New | +$3K | ﹤0.01% | 3466 |
|