FFM
Forum Financial 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 | $11.9M | Buy |
211,962
+80,996
| +62% | +$4.55M | 0.18% | 30 |
|
|
2025
Q1 | $7.54M | Buy |
130,966
+21,918
| +20% | +$1.26M | 0.12% | 40 |
|
|
2024
Q4 | $6.04M | Buy |
109,048
+2,913
| +3% | +$161K | 0.1% | 48 |
|
|
2024
Q3 | $6.53M | Sell |
106,135
-4,750
| -4% | -$292K | 0.11% | 43 |
|
|
2024
Q2 | $6.4M | Buy |
110,885
+42,771
| +63% | +$2.47M | 0.12% | 40 |
|
|
2024
Q1 | $4.04M | Buy |
68,114
+16,410
| +32% | +$972K | 0.07% | 62 |
|
|
2023
Q4 | $3.18M | Buy |
51,704
+43,659
| +543% | +$2.69M | 0.06% | 65 |
|
|
2023
Q3 | $447K | Buy |
8,045
+1,673
| +26% | +$92.9K | 0.01% | 309 |
|
|
2023
Q2 | $405K | Buy |
+6,372
| New | +$405K | 0.01% | 341 |
|
|
2023
Q1 | – | Sell |
-4,058
| Closed | -$250K | – | 641 |
|
|
2022
Q4 | $250K | Sell |
4,058
-3,933,046
| -100% | -$242M | 0.01% | 454 |
|
|
2022
Q3 | $248M | Buy |
3,937,104
+438,268
| +13% | +$27.6M | 11.95% | 2 |
|
|
2022
Q2 | $245M | Buy |
3,498,836
+562,480
| +19% | +$39.5M | 12.36% | 2 |
|
|
2022
Q1 | $236M | Buy |
2,936,356
+599,441
| +26% | +$48.2M | 11.39% | 2 |
|
|
2021
Q4 | $209M | Buy |
+2,336,915
| New | +$209M | 10.75% | 3 |
|