Heritage Wealth Management (Arizona)’s Vanguard Long-Term Treasury ETF VGLT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q4
$96.6K Buy
1,568
+296
+23% +$18.2K 0.01% 416
2022
Q3
$80K Sell
1,272
-181
-12% -$11.4K 0.03% 350
2022
Q2
$102K Sell
1,453
-873
-38% -$61.2K 0.03% 331
2022
Q1
$187K Buy
+2,326
New +$187K 0.05% 283