GWM
Gupta Wealth Management’s Vanguard Long-Term Treasury ETF VGLT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | $6.86M | Sell |
85,265
-12,695
| -13% | -$1.02M | 1.61% | 9 |
|
|
2015
Q4 | $7.31M | Sell |
97,960
-54,287
| -36% | -$4.05M | 1.86% | 9 |
|
|
2015
Q3 | $11.6M | Sell |
152,247
-18,609
| -11% | -$1.42M | 2.84% | 5 |
|
|
2015
Q2 | $12.5M | Buy |
170,856
+14,855
| +10% | +$1.09M | 3.07% | 4 |
|
|
2015
Q1 | $12.5M | Buy |
+156,001
| New | +$12.5M | 3.69% | 2 |
|