FWM
FFT 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 | – | Sell |
-6,497
| Closed | -$374K | – | 108 |
|
|
2025
Q1 | $374K | Sell |
6,497
-2,447
| -27% | -$141K | 0.08% | 71 |
|
|
2024
Q4 | $495K | Sell |
8,944
-26,913
| -75% | -$1.49M | 0.04% | 94 |
|
|
2024
Q3 | $2.21M | Buy |
35,857
+29,605
| +474% | +$1.82M | 0.17% | 47 |
|
|
2024
Q2 | $361K | Sell |
6,252
-4,740
| -43% | -$273K | 0.03% | 103 |
|
|
2024
Q1 | $651K | Sell |
10,992
-1,580
| -13% | -$93.6K | 0.06% | 65 |
|
|
2023
Q4 | $774K | Buy |
+12,572
| New | +$774K | 0.07% | 51 |
|
|
2023
Q2 | – | Sell |
-5,285
| Closed | -$346K | – | 142 |
|
|
2023
Q1 | $346K | Buy |
+5,285
| New | +$346K | 0.04% | 56 |
|