Holistic Planning’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
2025 Q2	$769K	Buy	13,695 +419	+3%	+$23.5K	0.22%	82
2025 Q1	$765K	Sell	13,276 -117	-0.9%	-$6.74K	0.26%	74
2024 Q4	$741K	Buy	+13,393	New	+$741K	0.27%	72