Exencial Wealth Advisors’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 | $9.44M | Sell |
168,282
-3,947
| -2% | -$222K | 0.33% | 92 |
|
|
2025
Q1 | $9.92M | Sell |
172,229
-1,581
| -0.9% | -$91.1K | 0.37% | 84 |
|
|
2024
Q4 | $9.62M | Buy |
173,810
+5,539
| +3% | +$307K | 0.35% | 85 |
|
|
2024
Q3 | $10.4M | Buy |
168,271
+3,889
| +2% | +$239K | 0.37% | 83 |
|
|
2024
Q2 | $9.48M | Buy |
164,382
+5,807
| +4% | +$335K | 0.36% | 86 |
|
|
2024
Q1 | $9.39M | Buy |
158,575
+6,237
| +4% | +$369K | 0.35% | 89 |
|
|
2023
Q4 | $9.37M | Buy |
152,338
+12,038
| +9% | +$741K | 0.38% | 81 |
|
|
2023
Q3 | $7.79M | Buy |
140,300
+24,482
| +21% | +$1.36M | 0.38% | 80 |
|
|
2023
Q2 | $7.36M | Buy |
+115,818
| New | +$7.36M | 0.34% | 90 |
|