Gradient Investments’s Vanguard Long-Term Treasury ETF VGLT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-664
| Closed | -$38.3K | – | 1257 |
|
|
2024
Q2 | $38.3K | Buy |
664
+74
| +13% | +$4.27K | ﹤0.01% | 532 |
|
|
2024
Q1 | $35K | Sell |
590
-466
| -44% | -$27.6K | ﹤0.01% | 462 |
|
|
2023
Q4 | $65K | Buy |
1,056
+830
| +367% | +$51.1K | ﹤0.01% | 492 |
|
|
2023
Q3 | $12.5K | Sell |
226
-93
| -29% | -$5.16K | ﹤0.01% | 766 |
|
|
2023
Q2 | $20.3K | Buy |
319
+93
| +41% | +$5.91K | ﹤0.01% | 692 |
|
|
2023
Q1 | $14.8K | Sell |
226
-1,591
| -88% | -$104K | ﹤0.01% | 729 |
|
|
2022
Q4 | $112K | Buy |
1,817
+1,684
| +1,266% | +$104K | ﹤0.01% | 373 |
|
|
2022
Q3 | $8K | Buy |
133
+66
| +99% | +$3.97K | ﹤0.01% | 859 |
|
|
2022
Q2 | $5K | Hold |
67
| – | – | ﹤0.01% | 912 |
|
|
2022
Q1 | $5K | Hold |
67
| – | – | ﹤0.01% | 903 |
|
|
2021
Q4 | $6K | Sell |
67
-14
| -17% | -$1.25K | ﹤0.01% | 913 |
|
|
2021
Q3 | $7K | Sell |
81
-56
| -41% | -$4.84K | ﹤0.01% | 842 |
|
|
2021
Q2 | $12K | Buy |
137
+37
| +37% | +$3.24K | ﹤0.01% | 736 |
|
|
2021
Q1 | $8K | Hold |
100
| – | – | ﹤0.01% | 812 |
|
|
2020
Q4 | $10K | Hold |
100
| – | – | ﹤0.01% | 703 |
|
|
2020
Q3 | $10K | Buy |
100
+33
| +49% | +$3.3K | ﹤0.01% | 706 |
|
|
2020
Q2 | $7K | Sell |
67
-7
| -9% | -$731 | ﹤0.01% | 701 |
|
|
2020
Q1 | $7K | Buy |
74
+7
| +10% | +$662 | ﹤0.01% | 726 |
|
|
2019
Q4 | $6K | Buy |
+67
| New | +$6K | ﹤0.01% | 798 |
|
|
2019
Q1 | – | Sell |
-13
| Closed | -$1K | – | 1010 |
|
|
2018
Q4 | $1K | Hold |
13
| – | – | ﹤0.01% | 900 |
|
|
2018
Q3 | $1K | Hold |
13
| – | – | ﹤0.01% | 943 |
|
|
2018
Q2 | $1K | Hold |
13
| – | – | ﹤0.01% | 939 |
|
|
2018
Q1 | $1K | Hold |
13
| – | – | ﹤0.01% | 955 |
|
|
2017
Q4 | $1K | Buy |
+13
| New | +$1K | ﹤0.01% | 965 |
|
|
2017
Q3 | – | Sell |
-13
| Closed | -$1K | – | 694 |
|
|
2017
Q2 | $1K | Hold |
13
| – | – | ﹤0.01% | 765 |
|
|
2017
Q1 | $1K | Hold |
13
| – | – | ﹤0.01% | 739 |
|
|
2016
Q4 | $1K | Hold |
13
| – | – | ﹤0.01% | 702 |
|
|
2016
Q3 | $1K | Hold |
13
| – | – | ﹤0.01% | 678 |
|
|
2016
Q2 | $1K | Hold |
13
| – | – | ﹤0.01% | 682 |
|
|
2016
Q1 | $1K | Buy |
+13
| New | +$1K | ﹤0.01% | 694 |
|
|
2014
Q1 | – | Sell |
-26
| Closed | -$2K | – | 636 |
|
|
2013
Q4 | $2K | Buy |
+26
| New | +$2K | ﹤0.01% | 520 |
|