EP Wealth 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 | $120K | Buy |
+2,147
| New | +$120K | ﹤0.01% | 1352 |
|
|
2023
Q4 | – | Sell |
-3,747
| Closed | -$208K | – | 838 |
|
|
2023
Q3 | $208K | Sell |
3,747
-106,658
| -97% | -$5.92M | ﹤0.01% | 661 |
|
|
2023
Q2 | $653K | Buy |
110,405
+90,150
| +445% | +$533K | 0.01% | 412 |
|
|
2023
Q1 | $1.23M | Buy |
20,255
+3,047
| +18% | +$186K | 0.02% | 281 |
|
|
2022
Q4 | $1.06M | Buy |
+17,208
| New | +$1.06M | 0.02% | 274 |
|