CreativeOne Wealth’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 | $2.64M | Buy |
47,064
+6,706
| +17% | +$376K | 0.07% | 275 |
|
|
2025
Q1 | $2.33M | Sell |
40,358
-729
| -2% | -$42K | 0.07% | 268 |
|
|
2024
Q4 | $2.27M | Buy |
41,087
+6,168
| +18% | +$341K | 0.07% | 262 |
|
|
2024
Q3 | $2.15M | Buy |
34,919
+20,956
| +150% | +$1.29M | 0.07% | 252 |
|
|
2024
Q2 | $805K | Sell |
13,963
-9,262
| -40% | -$534K | 0.04% | 370 |
|
|
2024
Q1 | $1.38M | Sell |
23,225
-355
| -2% | -$21K | 0.05% | 307 |
|
|
2023
Q4 | $1.45M | Buy |
23,580
+1,933
| +9% | +$119K | 0.09% | 198 |
|
|
2023
Q3 | $1.2M | Sell |
21,647
-5,929
| -22% | -$329K | 0.09% | 213 |
|
|
2023
Q2 | $1.75M | Buy |
27,576
+22,862
| +485% | +$1.45M | 0.08% | 234 |
|
|
2023
Q1 | $309K | Buy |
+4,714
| New | +$309K | 0.02% | 628 |
|