Financial & Tax Architects’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 | – | Sell |
-145,193
| Closed | -$8.94M | – | 107 |
|
2024
Q3 | $8.94M | Buy |
+145,193
| New | +$8.94M | 2.3% | 11 |
|
2021
Q4 | – | Sell |
-3,584
| Closed | -$314K | – | 105 |
|
2021
Q3 | $314K | Sell |
3,584
-6,039
| -63% | -$530K | 0.14% | 91 |
|
2021
Q2 | $844K | Buy |
9,623
+5,001
| +108% | +$439K | 0.41% | 54 |
|
2021
Q1 | $383K | Buy |
+4,622
| New | +$383K | 0.21% | 78 |
|