GWA
GGM Wealth 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
Q1 | $2.34M | Sell |
41,284
-2,387
| -5% | -$135K | 1.3% | 25 |
|
|
2024
Q4 | $2.42M | Sell |
43,671
-8,084
| -16% | -$447K | 1.26% | 24 |
|
|
2024
Q3 | $3.19M | Buy |
51,755
+973
| +2% | +$59.9K | 1.37% | 20 |
|
|
2024
Q2 | $2.93M | Sell |
50,782
-3,769
| -7% | -$217K | 1.34% | 22 |
|
|
2024
Q1 | $3.15M | Sell |
54,551
-103,714
| -66% | -$6M | 1.47% | 20 |
|
|
2023
Q4 | $9.3M | Buy |
158,265
+104,319
| +193% | +$6.13M | 3.85% | 4 |
|
|
2023
Q3 | $2.99M | Sell |
53,946
-112,240
| -68% | -$6.23M | 1.3% | 21 |
|
|
2023
Q2 | $10.2M | Buy |
+166,186
| New | +$10.2M | 4.16% | 3 |
|