FIA
Foundations Investment Advisors’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 | $312K | Sell |
5,558
-374
| -6% | -$21K | ﹤0.01% | 731 |
|
|
2025
Q1 | $342K | Sell |
5,932
-5,454
| -48% | -$314K | 0.01% | 673 |
|
|
2024
Q4 | $630K | Sell |
11,386
-1,090
| -9% | -$60.3K | 0.01% | 493 |
|
|
2024
Q3 | $768K | Sell |
12,476
-121,958
| -91% | -$7.51M | 0.02% | 412 |
|
|
2024
Q2 | $7.75M | Buy |
134,434
+9,170
| +7% | +$529K | 0.19% | 100 |
|
|
2024
Q1 | $7.42M | Buy |
125,264
+3,389
| +3% | +$201K | 0.19% | 94 |
|
|
2023
Q4 | $7.47M | Sell |
121,875
-24,375
| -17% | -$1.49M | 0.2% | 93 |
|
|
2023
Q3 | $8.12M | Buy |
146,250
+3,087
| +2% | +$171K | 0.25% | 77 |
|
|
2023
Q2 | $9.1M | Buy |
143,163
+21,932
| +18% | +$1.39M | 0.3% | 60 |
|
|
2023
Q1 | $7.94M | Buy |
+121,231
| New | +$7.94M | 0.28% | 61 |
|
|
2022
Q3 | – | Sell |
-3,143
| Closed | -$221K | – | 442 |
|
|
2022
Q2 | $221K | Sell |
3,143
-32,349
| -91% | -$2.27M | 0.01% | 353 |
|
|
2022
Q1 | $2.61M | Buy |
+35,492
| New | +$2.61M | 0.1% | 78 |
|
|
2020
Q4 | – | Sell |
-149,434
| Closed | -$14.8M | – | 202 |
|
|
2020
Q3 | $14.8M | Sell |
149,434
-91,414
| -38% | -$9.08M | 3.26% | 6 |
|
|
2020
Q2 | $24M | Buy |
+240,848
| New | +$24M | 2.13% | 13 |
|