GWMIA
Global Wealth Management Investment 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 | – | Sell |
-10,811
| Closed | -$623K | – | 152 |
|
|
2025
Q1 | $623K | Buy |
10,811
+1,484
| +16% | +$85.5K | 0.12% | 112 |
|
|
2024
Q4 | $516K | Sell |
9,327
-134
| -1% | -$7.42K | 0.11% | 116 |
|
|
2024
Q3 | $582K | Sell |
9,461
-16
| -0.2% | -$985 | 0.13% | 111 |
|
|
2024
Q2 | $547K | Sell |
9,477
-47
| -0.5% | -$2.71K | 0.13% | 108 |
|
|
2024
Q1 | $564K | Buy |
9,524
+947
| +11% | +$56.1K | 0.14% | 107 |
|
|
2023
Q4 | $528K | Sell |
8,577
-1,076
| -11% | -$66.2K | 0.14% | 109 |
|
|
2023
Q3 | $536K | Sell |
9,653
-25
| -0.3% | -$1.39K | 0.15% | 109 |
|
|
2023
Q2 | $615K | Sell |
9,678
-475
| -5% | -$30.2K | 0.17% | 103 |
|
|
2023
Q1 | $665K | Sell |
10,153
-192
| -2% | -$12.6K | 0.2% | 98 |
|
|
2022
Q4 | $637K | Sell |
10,345
-915
| -8% | -$56.4K | 0.21% | 94 |
|
|
2022
Q3 | $709K | Buy |
11,260
+2,192
| +24% | +$138K | 0.25% | 92 |
|
|
2022
Q2 | $636K | Sell |
9,068
-6,910
| -43% | -$485K | 0.21% | 92 |
|
|
2022
Q1 | $1.29M | Sell |
15,978
-1,732
| -10% | -$139K | 0.38% | 75 |
|
|
2021
Q4 | $1.58M | Sell |
17,710
-1,418
| -7% | -$127K | 0.48% | 67 |
|
|
2021
Q3 | $1.68M | Sell |
19,128
-1,348
| -7% | -$118K | 0.53% | 68 |
|
|
2021
Q2 | $1.8M | Buy |
20,476
+1,630
| +9% | +$143K | 0.6% | 60 |
|
|
2021
Q1 | $1.56M | Buy |
18,846
+2,822
| +18% | +$234K | 0.56% | 65 |
|
|
2020
Q4 | $1.54M | Buy |
16,024
+891
| +6% | +$85.4K | 0.6% | 62 |
|
|
2020
Q3 | $1.51M | Buy |
15,133
+93
| +0.6% | +$9.27K | 0.65% | 55 |
|
|
2020
Q2 | $1.51M | Sell |
15,040
-4,429
| -23% | -$443K | 0.64% | 56 |
|
|
2020
Q1 | $1.97M | Buy |
19,469
+100
| +0.5% | +$10.1K | 0.99% | 32 |
|
|
2019
Q4 | $1.61M | Buy |
19,369
+619
| +3% | +$51.5K | 0.68% | 56 |
|
|
2019
Q3 | $1.65M | Buy |
18,750
+573
| +3% | +$50.3K | 0.75% | 56 |
|
|
2019
Q2 | $1.48M | Buy |
18,177
+1,995
| +12% | +$163K | 0.72% | 55 |
|
|
2019
Q1 | $1.26M | Sell |
16,182
-213
| -1% | -$16.6K | 0.65% | 55 |
|
|
2018
Q4 | $1.23M | Buy |
+16,395
| New | +$1.23M | 0.71% | 52 |
|