EP Wealth Advisors’s Vanguard Long-Term Treasury ETF VGLT Stock Holding History

EP Wealth Advisors’s Portfolio VGLT Stock Details VGLT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$120K	Buy
2023 Q4	–	Sell
2023 Q3	$208K	Sell
2023 Q2	$653K	Buy
2023 Q1	$1.23M	Buy
2022 Q4	$1.06M	Buy