HCA
Heck Capital Advisors’s Vanguard Long-Term Treasury ETF VGLT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-299
| Closed | -$18.4K | – | 205 |
|
|
2023
Q4 | $18.4K | Sell |
299
-60,029
| -100% | -$3.7M | ﹤0.01% | 170 |
|
|
2023
Q3 | $3.35M | Sell |
60,328
-104,526
| -63% | -$5.8M | 0.62% | 44 |
|
|
2023
Q2 | $10.5M | Buy |
164,854
+6,139
| +4% | +$390K | 1.8% | 17 |
|
|
2023
Q1 | $10.4M | Buy |
158,715
+2,538
| +2% | +$166K | 2% | 16 |
|
|
2022
Q4 | $9.62M | Buy |
+156,177
| New | +$9.62M | 1.86% | 20 |
|
|
2022
Q2 | – | Sell |
-56,036
| Closed | -$4.51M | – | 160 |
|
|
2022
Q1 | $4.51M | Buy |
56,036
+1,610
| +3% | +$129K | 0.81% | 31 |
|
|
2021
Q4 | $4.87M | Buy |
54,426
+13,688
| +34% | +$1.22M | 0.88% | 29 |
|
|
2021
Q3 | $3.57M | Buy |
40,738
+495
| +1% | +$43.4K | 0.71% | 34 |
|
|
2021
Q2 | $3.53M | Buy |
40,243
+1,046
| +3% | +$91.7K | 0.7% | 32 |
|
|
2021
Q1 | $3.25M | Buy |
+39,197
| New | +$3.25M | 0.72% | 29 |
|