IFP Advisors’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 | $210K | Buy |
3,749
+225
| +6% | +$12.6K | 0.01% | 1251 |
|
|
2025
Q1 | $203K | Buy |
3,524
+982
| +39% | +$56.6K | 0.01% | 1171 |
|
|
2024
Q4 | $141K | Sell |
2,542
-1,846
| -42% | -$102K | ﹤0.01% | 1308 |
|
|
2024
Q3 | $270K | Buy |
4,388
+331
| +8% | +$20.4K | 0.01% | 943 |
|
|
2024
Q2 | $234K | Sell |
4,057
-593
| -13% | -$34.2K | 0.01% | 967 |
|
|
2024
Q1 | $275K | Buy |
4,650
+2,018
| +77% | +$120K | 0.01% | 846 |
|
|
2023
Q4 | $162K | Buy |
2,632
+1,842
| +233% | +$113K | 0.01% | 1046 |
|
|
2023
Q3 | $43.9K | Sell |
790
-3,673
| -82% | -$204K | ﹤0.01% | 1614 |
|
|
2023
Q2 | $284K | Sell |
4,463
-219
| -5% | -$13.9K | 0.01% | 857 |
|
|
2023
Q1 | $346K | Buy |
4,682
+1,341
| +40% | +$99.1K | 0.02% | 724 |
|
|
2022
Q4 | $261K | Buy |
3,341
+1,600
| +92% | +$125K | 0.01% | 1214 |
|
|
2022
Q3 | $150K | Sell |
1,741
-4,031
| -70% | -$347K | ﹤0.01% | 1592 |
|
|
2022
Q2 | $432K | Hold |
5,772
| – | – | 0.01% | 907 |
|
|
2022
Q1 | $432K | Buy |
5,772
+3,962
| +219% | +$297K | 0.01% | 907 |
|
|
2021
Q4 | $166K | Buy |
1,810
+1,799
| +16,355% | +$165K | ﹤0.01% | 1030 |
|
|
2021
Q3 | $1K | Sell |
11
-3,667
| -100% | -$333K | ﹤0.01% | 3085 |
|
|
2021
Q2 | $323K | Buy |
+3,678
| New | +$323K | 0.01% | 692 |
|
|
2021
Q1 | – | Sell |
-1,326
| Closed | -$127K | – | 4257 |
|
|
2020
Q4 | $127K | Hold |
1,326
| – | – | 0.01% | 1014 |
|
|
2020
Q3 | $132K | Buy |
1,326
+173
| +15% | +$17.2K | 0.01% | 864 |
|
|
2020
Q2 | $116K | Hold |
1,153
| – | – | 0.01% | 868 |
|
|
2020
Q1 | $115K | Hold |
1,153
| – | – | 0.01% | 769 |
|
|
2019
Q4 | $97K | Sell |
1,153
-16
| -1% | -$1.35K | 0.01% | 965 |
|
|
2019
Q3 | $102K | Buy |
+1,169
| New | +$102K | 0.01% | 1052 |
|
|
2019
Q1 | – | Sell |
-10,331
| Closed | -$769K | – | 3389 |
|
|
2018
Q4 | $769K | Buy |
10,331
+6,878
| +199% | +$512K | 0.05% | 417 |
|
|
2018
Q3 | $249K | Buy |
3,453
+410
| +13% | +$29.6K | 0.01% | 962 |
|
|
2018
Q2 | $228K | Sell |
3,043
-86
| -3% | -$6.44K | 0.01% | 996 |
|
|
2018
Q1 | $244K | Hold |
3,129
| – | – | 0.01% | 902 |
|
|
2017
Q4 | $244K | Buy |
3,129
+5
| +0.2% | +$390 | 0.01% | 901 |
|
|
2017
Q3 | $240K | Buy |
3,124
+281
| +10% | +$21.6K | 0.01% | 1032 |
|
|
2017
Q2 | $219K | Buy |
2,843
+607
| +27% | +$46.8K | 0.01% | 1078 |
|
|
2017
Q1 | $167K | Buy |
2,236
+561
| +33% | +$41.9K | 0.01% | 1206 |
|
|
2016
Q4 | $123K | Sell |
1,675
-498
| -23% | -$36.6K | 0.01% | 1319 |
|
|
2016
Q3 | $184K | Hold |
2,173
| – | – | 0.01% | 1037 |
|
|
2016
Q2 | $185K | Buy |
+2,173
| New | +$185K | 0.01% | 1005 |
|