FFWA
VGLT icon

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