Financial Life 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 | $11.6M | Buy |
206,913
+47,818
| +30% | +$2.68M | 3.97% | 8 |
|
|
2025
Q1 | $9.17M | Buy |
+159,095
| New | +$9.17M | 3.42% | 9 |
|
|
2023
Q4 | – | Sell |
-3,989
| Closed | -$221K | – | 63 |
|
|
2023
Q3 | $221K | Sell |
3,989
-7,593
| -66% | -$421K | 0.1% | 52 |
|
|
2023
Q2 | $736K | Sell |
11,582
-4,295
| -27% | -$273K | 0.31% | 33 |
|
|
2023
Q1 | $1.04M | Sell |
15,877
-2,104
| -12% | -$138K | 0.45% | 40 |
|
|
2022
Q4 | $1.11M | Sell |
17,981
-1,070
| -6% | -$65.9K | 0.51% | 42 |
|
|
2022
Q3 | $1.2M | Sell |
19,051
-1,130
| -6% | -$71.1K | 0.6% | 25 |
|
|
2022
Q2 | $1.42M | Buy |
20,181
+8,535
| +73% | +$599K | 0.66% | 19 |
|
|
2022
Q1 | $936K | Sell |
11,646
-10,625
| -48% | -$854K | 0.39% | 23 |
|
|
2021
Q4 | $1.99M | Sell |
22,271
-158
| -0.7% | -$14.1K | 0.78% | 17 |
|
|
2021
Q3 | $1.97M | Hold |
22,429
| – | – | 0.82% | 17 |
|
|
2021
Q2 | $1.97M | Sell |
22,429
-16,898
| -43% | -$1.48M | 0.85% | 17 |
|
|
2021
Q1 | $3.26M | Buy |
+39,327
| New | +$3.26M | 1.52% | 17 |
|
|
2018
Q4 | – | Sell |
-5,001
| Closed | -$361K | – | 49 |
|
|
2018
Q3 | $361K | Buy |
+5,001
| New | +$361K | 0.26% | 41 |
|