DWM
Diversify Wealth Management’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 | $3.75M | Buy |
67,671
+8,505
| +14% | +$472K | 0.23% | 126 |
|
|
2025
Q1 | $3.38M | Buy |
59,166
+13,494
| +30% | +$771K | 0.25% | 119 |
|
|
2024
Q4 | $2.47M | Buy |
45,672
+14,891
| +48% | +$807K | 0.19% | 136 |
|
|
2024
Q3 | $1.79M | Buy |
30,781
+7,445
| +32% | +$432K | 0.17% | 146 |
|
|
2024
Q2 | $1.44M | Buy |
+23,336
| New | +$1.44M | 0.18% | 124 |
|