Executive Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $8.95M | Buy |
161,624
+679
| +0.4% | +$37.6K | 0.7% | 42 |
|
|
2024
Q3 | $9.9M | Sell |
160,945
-193
| -0.1% | -$11.9K | 0.78% | 34 |
|
|
2024
Q2 | $9.29M | Buy |
161,138
+11,404
| +8% | +$658K | 1.7% | 18 |
|
|
2024
Q1 | $8.69M | Buy |
149,734
+142,456
| +1,957% | +$8.27M | 0.76% | 40 |
|
|
2023
Q4 | $448K | Buy |
+7,278
| New | +$448K | 0.04% | 147 |
|
|
2020
Q4 | – | Sell |
-29,474
| Closed | -$2.94M | – | 182 |
|
|
2020
Q3 | $2.94M | Buy |
+29,474
| New | +$2.94M | 0.41% | 59 |
|
|
2019
Q3 | – | Sell |
-1,521
| Closed | -$124K | – | 763 |
|
|
2019
Q2 | $124K | Sell |
1,521
-14,908
| -91% | -$1.22M | 0.02% | 198 |
|
|
2019
Q1 | $1.28M | Sell |
16,429
-956
| -5% | -$74.4K | 0.23% | 77 |
|
|
2018
Q4 | $1.3M | Buy |
+17,385
| New | +$1.3M | 0.23% | 64 |
|