FFWA
Forthright Family Wealth Advisory’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 | $2.52M | Sell |
44,861
-507
| -1% | -$28.5K | 1.59% | 17 |
|
2025
Q1 | $2.61M | Buy |
45,368
+532
| +1% | +$30.6K | 1.73% | 14 |
|
2024
Q4 | $2.48M | Sell |
44,836
-8,863
| -17% | -$491K | 1.61% | 16 |
|
2024
Q3 | $3.18M | Sell |
53,699
-12,172
| -18% | -$721K | 2.04% | 13 |
|
2024
Q2 | $3.8M | Buy |
65,871
+1,021
| +2% | +$58.9K | 2.45% | 10 |
|
2024
Q1 | $3.84M | Buy |
64,850
+4,479
| +7% | +$265K | 2.58% | 10 |
|
2023
Q4 | $3.71M | Buy |
+60,371
| New | +$3.71M | 2.91% | 9 |
|