Geneos Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $43.2K | Sell |
769
-629
| -45% | -$35.3K | ﹤0.01% | 1651 |
|
|
2025
Q1 | $80.5K | Buy |
1,398
+455
| +48% | +$26.2K | ﹤0.01% | 1681 |
|
|
2024
Q4 | $52.2K | Buy |
943
+318
| +51% | +$17.6K | ﹤0.01% | 1302 |
|
|
2024
Q3 | $38.5K | Buy |
625
+12
| +2% | +$738 | ﹤0.01% | 1290 |
|
|
2024
Q2 | $35.4K | Sell |
613
-2,147
| -78% | -$124K | ﹤0.01% | 1183 |
|
|
2024
Q1 | $164K | Sell |
2,760
-356
| -11% | -$21.1K | 0.01% | 745 |
|
|
2023
Q4 | $192K | Buy |
3,116
+2,101
| +207% | +$129K | 0.01% | 684 |
|
|
2023
Q3 | $56.3K | Sell |
1,015
-117
| -10% | -$6.5K | ﹤0.01% | 1047 |
|
|
2023
Q2 | $71.9K | Buy |
1,132
+432
| +62% | +$27.4K | ﹤0.01% | 970 |
|
|
2023
Q1 | $45.9K | Hold |
700
| – | – | ﹤0.01% | 1108 |
|
|
2022
Q4 | $43.1K | Hold |
700
| – | – | ﹤0.01% | 1103 |
|
|
2022
Q3 | $44K | Buy |
+700
| New | +$44K | ﹤0.01% | 1070 |
|
|
2022
Q1 | – | Sell |
-663
| Closed | -$59K | – | 2996 |
|
|
2021
Q4 | $59K | Buy |
663
+576
| +662% | +$51.3K | ﹤0.01% | 1404 |
|
|
2021
Q3 | $7K | Hold |
87
| – | – | ﹤0.01% | 2366 |
|
|
2021
Q2 | $7K | Hold |
87
| – | – | ﹤0.01% | 2352 |
|
|
2021
Q1 | $7K | Sell |
87
-65
| -43% | -$5.23K | ﹤0.01% | 2558 |
|
|
2020
Q4 | $12K | Buy |
+152
| New | +$12K | ﹤0.01% | 2159 |
|